A complete list of active advisors currently associated with Busbee Wealth Advisors LLC
Warmer can help you find a great advisor at Busbee Wealth Advisors LLC or one who fits your needs even better.
Busbee Wealth Advisors LLC provides discretionary asset management, financial planning, and project-based consulting for individuals, high‑net‑worth clients, and charitable organizations. The firm manages accounts directly and also delivers advisory services via the AssetMark platform. Investment programs are tailored to each client’s goals, time horizon, and risk tolerance and draw on fundamental, technical, and charting analysis to construct portfolios of mutual funds, ETFs and third‑party‑managed strategies. The firm also introduces clients to independent managers on the AssetMark platform and offers Separately Managed Account solutions. What is noteworthy for an otherwise typical solo independent adviser is the firm’s affiliated insurance business, which the brochure discloses consumes roughly a quarter of the principal’s time and generates commission compensation. The firm also discloses working with charitable organizations and participating in AssetMark platform arrangements (including marketing support and business development allowances) and offering Separately Managed Account strategies that can involve borrowing, features less common among peers.
To learn more about the advisors currently working at Busbee Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cedar Rapids, IA
| 39
|
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