BB
Brian R. Buhrow
TRUSTAGE INVESTMENT MANAGEMENT
Madison, WI 53705
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CRD#: 4777160
BB
Professional summary
Brian R Buhrow is a registered financial advisor currently at TRUSTAGE INVESTMENT MANAGEMENT located in Madison, Wisconsin and CUNA BROKERAGE SERVICES, INC. located in Parkersburg, Iowa.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Brian has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
B.RICHARDS, RETAIL TUXEDO RENTAL BUSINESS OUT OF OUR HOME, NON-INVESTMENT RELATED, PARTNER, START DATE 3/2000, 1 hour per month, 0 HOURS DURING TRADING DAY, DUTIES INCLUDE: PARTNER, MARKETING, OPERATIONS, BOOKKEEPING, 308 4TH ST GRUNDY CENTER IA 50638 THE FUNKY ZEBRA POSITION: Owner NATURE: Naming Rites, others can open a Funky Zebra Boutique, they pay us a monthly fee. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 308 4th Street, Grundy Center IA 50638, United States DESCRIPTION: Owner, wife and daughter handle all aspects. THE FUNKY ZEBRAS GRUNDY CENTER POSITION: Co-owner along with spouse NATURE: Clothing store INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 607 G Ave, Grundy Center IA 55555, United States DESCRIPTION: Help with buying clothes at market. After hours stocking and cleaning. FUNKY ZEBRAS ALBERT LEA POSITION: co-owner NATURE: Ladies Clothing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 220 W Clark, Albert Lea MN 56007, United States DESCRIPTION: Payroll FUNKY ZEBRAS PRAIRIE DU CHIEN POSITION: Co-owner NATURE: Ladies Clothing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/13/2021 ADDRESS: 108 E Blackhawk Ave, Prairie Du Chien WI 53821, United States DESCRIPTION: Payroll THE FUNKY BEAN BOUTIQUE POSITION: Owner NATURE: Coffee Shop/Ladies Boutique INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 410 Main Street, Reinbeck IA 50669, United States DESCRIPTION: Payroll
CRS (Client Relationship Summary) - RIA
Click below to view Brian R Buhrow'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®
NoneExperience
Current
October 16, 2019 - Present
TRUSTAGE INVESTMENT MANAGEMENT
Office #1: 5910 Mineral Point Rd, Madison, WI 53705RIA
CRD#: 105960
Madison, WI
Current
April 5, 2004 - Present
CUNA BROKERAGE SERVICES, INC.
BD
CRD#: 13941
Parkersburg, IA
Past
April 1, 2010 - October 30, 2019
CUNA BROKERAGE SERVICES, INC.
RIA
CRD#: 13941
GRUNDY CENTER, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
TRUSTAGE INVESTMENT MANAGEMENT
MEMBERS CAPITAL ADVISORS, INC. | TRUSTAGE INVESTMENT MANAGEMENT
CRD#: 105960 / SEC#: 801-18140
RIA
Registered Investment Advisory firm - (1/4/1983 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(10/16/2017)
RR
Arkansas(2/13/2017)
RR
California(12/16/2008)
RR
Hawaii(10/16/2017)
RR
Iowa(6/17/2004)
IAR
Iowa(10/16/2019)
RR
Kansas(1/28/2016)
RR
Missouri(12/23/2010)
RR
Nebraska(12/23/2010)
RR
Nevada(10/16/2017)
RR
North Dakota(2/11/2025)
RR
Ohio(4/25/2007)
RR
Oklahoma(1/18/2017)
RR
Oregon(10/16/2017)
RR
South Dakota(12/23/2010)
RR
Texas(2/11/2025)
RR
Utah(3/25/2025)
RR
Washington(10/16/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
TRUSTAGE INVESTMENT MANAGEMENT
MEMBERS CAPITAL ADVISORS, INC. | TRUSTAGE INVESTMENT MANAGEMENT
CRD#: 105960 / SEC#: 801-18140
RIA
Registered Investment Advisory firm - (1/4/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5910 Mineral Point Rd, Madison, WI 53705
Mailing Address
Phone number
(608) 238-5851
Established
Firm type
Fiscal year end
# of Employees
63
SEC notice filing (50 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 363 |
| AUM (Assets Under Management) | $ 37,252,230,000 |
Red Flags
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Company Information
TRUSTAGE INVESTMENT MANAGEMENT
CRD#: 105960Madison, WI 53705TRUST BUT VERIFY
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