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JB

John P. Buellesfeld

BUELLESFELD FINANCIAL SERVICES
WELLINGTON, KS 67152-3843
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CRD#: 1980375
JB

Professional summary


John Patrick Buellesfeld, who also goes by J.p. Buellesfeld, is a registered financial advisor currently at BUELLESFELD FINANCIAL SERVICES, INC. located in Wellington, Kansas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. John has worked at 1 firm and has passed the Series 63 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


J.p. Buellesfeld

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Patrick Buellesfeld's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 6, 1990 - Present

BUELLESFELD FINANCIAL SERVICES, INC.

Office #1: 221 West Harvey Suite 108, Wellington, KS 67152-3843
RIA
CRD#: 115910
WELLINGTON, KS

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kansas
(7/6/1990)
IAR
Texas
(9/10/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 8/4/1989
Uniform Securities Agent State Law Examination

Current Firm


BF
BUELLESFELD FINANCIAL SERVICES, INC.
BUELLESFELD FINANCIAL SERVICES, INC. | JOHN PATRICK BUELLESFELD

CRD#: 115910 / SEC#:

Kansas
Registered Investment Advisory firm - (7/6/1990 Approved)
Texas
Registered Investment Advisory firm - (9/10/2018 Conditional Restricted)
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Contact information


Main Address
221 West Harvey, Suite 108, Wellington, KS 67152-3843
Mailing Address
Phone number
(620) 326-7551
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts307
AUM (Assets Under Management)$ 38,432,222

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BUELLESFELD FINANCIAL SERVICES, INC.

CRD#: 115910Wellington, KS 67152-3843

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