Buska Wealth Management, LLC logo

Buska Wealth Management, LLC

Updated today

Client AUM

$538,727,785

Clients

1,698

Advisors

8

of 8 employees

About

Buska Wealth Management serves individual investors, including high‑net‑worth clients, and provides advisory services to qualified retirement plans. The firm offers discretionary asset management, comprehensive financial planning, and limited‑scope ERISA 3(21) plan services, managing approximately $538.7 million across roughly 1,700 client relationships.

Client portfolios are tailored to stated goals, time horizons and risk tolerance and are monitored on a regular basis; the firm employs fundamental, technical and cyclical analysis as part of its process. Buska often implements portfolios through a co‑advisor arrangement, using third‑party managed models (including custom indexing, tactical, defined‑outcome and private‑wealth strategies) and providing performance reporting to clients.

What distinguishes the firm from many peers is its explicit fee‑sharing and incentive arrangements with a third‑party manager, which include tiered participation rates once advisor AUM thresholds are reached, and its managing member’s affiliated insurance and tax businesses that generate commissions and fees (all disclosed and subject to the firm’s conflict‑mitigation procedures). The firm also does not vote client proxies, instead expecting clients to receive and vote their own proxy materials.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Options & derivatives strategies

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Fee options

Fixed

Financial planning fixed fee up to $2,500, negotiable

Percentage

$0+: 1.00% annually (flat rate applied to entire portfolio, tiered by asset size but charged as a flat rate) $0+: Gradient Investments Co-Advisor Fees vary by portfolio type between 0.75% and 1.40% annually (includes GI fee plus Advisor fee) $0+: $300 flat fee annually for Client Directed Accounts

Commissions

Commissions received by Managing Member for insurance products sold through affiliated company

Other

Fee-only: Financial planning fixed fee up to $2,500, negotiable and possibly waived if client executes plan

Main office

510 N. 17th Avenue, Suite A

Wausau WI 54401

Advisors at this office

8

Most active in

Arizona · California · Florida · Illinois · Michigan · Minnesota · New Hampshire · Tennessee · Texas · Wisconsin

Also doing business as

Buska Wealth Management, LLC · Cole J. Bruner & Associates, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Zachary K

Series 65

Wausau, WI

Buska Wealth Management, LLC

Zachary Kyhos is a Series 65-registered advisor with Buska Wealth Management, LLC and has 10 years of industry experience. He has been involved with Buska Retirement Solutions, Inc. since 2016 and previously was affiliated with Weston Health Club, LLC. Kyhos is currently associated with Skiddles, LLC. Buska Wealth Management serves individual investors and qualified retirement plans, managing approximately $538.7 million across about 1,700 client relationships. The firm employs fundamental, technical, and cyclical analysis and often uses third-party managed models through co-advisor arrangements.

College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Options & derivatives strategies
user avatar

Kailey B

Series 65

Wausau, WI

Buska Wealth Management, LLC

Kailey Berendsen is a financial advisor with Buska Wealth Management, LLC and holds a Series 65 designation. She has three years of industry experience and previously worked nine years at the Eye Clinic of Wisconsin. Berendsen is also an insurance agent with Buska Retirement Solutions, dedicating a portion of her time to this role. Buska Wealth Management serves individual investors, including high-net-worth clients, and qualified retirement plans. The firm offers discretionary asset management and comprehensive financial planning, using fundamental, technical, and cyclical analysis to tailor client portfolios.

College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Options & derivatives strategies
user avatar

Colton K

Series 65

Wausau, WI

Buska Wealth Management, LLC

Colton Kielman is a financial advisor at Buska Wealth Management, LLC in Wausau, WI, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Robert W. Baird and Mason Companies, Inc. Outside of advisory services, he is also involved as an insurance agent through Buska Retirement Solutions. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and retirement plans. The firm customizes investment programs based on client objectives and risk tolerance, employing fundamental, technical, and cyclical analysis alongside quarterly reviews and regular performance reporting.

College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Options & derivatives strategies
user avatar

Ryan C

Series 65

Wausau, WI

Buska Wealth Management, LLC

Ryan Connor is a financial advisor at Buska Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Buska Wealth Management and its affiliated entity, Buska Retirement Solutions, since 2018. Outside of his advisory role, he is involved in insurance sales and services through Buska Retirement Solutions. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and retirement plans. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis, and operates a co-advisor fee-sharing arrangement with Gradient Investments.

College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Options & derivatives strategies
user avatar

Ryan P

Series 65

Wausau, WI

Buska Wealth Management, LLC

Ryan Pecha is a financial advisor at Buska Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Great Dane Pub & Brewing Company for 14 years. Outside of advisory work, he is also an insurance agent affiliated with Buska Retirement Solutions, Inc. Buska Wealth Management serves individual investors, including high-net-worth clients, and qualified retirement plans with discretionary asset management and comprehensive financial planning. The firm combines fundamental, technical, and cyclical analysis to tailor client portfolios and often uses third-party managed models through co-advisor arrangements.

College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Options & derivatives strategies
user avatar

Jordan T

Series 65

Wausau, WI

Buska Wealth Management, LLC

Jordan Thao is a financial advisor at Buska Wealth Management, LLC in Wausau, WI, holding a Series 65 designation with one year of industry experience. Prior to joining Buska Wealth Management, he worked at Buska Retirement Solutions, Inc. and has held roles in various other companies, including Premier Moving Service and Kane's Roofing and Construction. He is also an insurance agent through Buska Retirement Solutions. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients and retirement plans. The firm customizes investment programs based on client objectives, time horizons, and risk tolerance, and maintains a formal co-advisor relationship with Gradient Investments.

College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Options & derivatives strategies
user avatar

Logan W

Series 65

Wausau, WI

Buska Wealth Management, LLC

Logan Woller is a financial advisor at Buska Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Buska Wealth Management since 2020. Outside of his advisory role, he is involved with Buska Retirement Solutions, Inc. as an insurance agent. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and to retirement plans. The firm customizes investment programs based on client objectives and risk tolerance and employs a co-advisor relationship with Gradient Investments to implement model portfolios.

College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Options & derivatives strategies
user avatar

Cole B

Series 65

Wausau, WI

Buska Wealth Management, LLC

Cole Bruner is a financial advisor at Buska Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has served in various roles including managing member of Legacy Tax Solutions, LLC and co-owner of Emerald Night Club, LLC. Buska Wealth Management serves individual investors, including high-net-worth clients, and provides advisory services to qualified retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to tailor portfolios to client goals and risk tolerance, managing approximately $538.7 million across 1,700 client relationships.

College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Options & derivatives strategies
View complete list of advisors at this firm
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