Buellesfeld Financial Services, Inc.

The firm provides discretionary portfolio management and financial consulting primarily for individual investors, including taxable accounts and tax‑advantaged vehicles such as IRAs, retirement trusts and solo 401(k) accounts. It also offers tax preparation and tax counseling for individual, corporate, fiduciary and partnership returns and operates as a licensed insurance agency able to recommend and implement insurance products.

Investment decisions are guided by an asset‑allocation emphasis and a combination of fundamental, technical, cyclical and charting analysis, with typical holdings that include equities, fixed income, no‑load mutual funds, ETFs, annuities and CDs. Accounts are monitored at least quarterly, and the firm generally recommends a third‑party custodian for account custody and trade execution while implementing both long‑ and short‑term strategies as appropriate to client objectives.

Noteworthy for a small independent adviser, the firm manages roughly $42.7 million for approximately 229 clients while stating no formal account minimums, and it integrates tax preparation and insurance sales alongside advisory services with a documented seasonal allocation of the principal’s time. The brochure discloses that the firm and its principal receive separate compensation for insurance and tax work and describes specific conflict‑management measures (disclosure, documented client information, regular portfolio reviews and personal trading restrictions).