John D. Buerger

ALTUS WEALTH SOLUTIONS

ATASCADERO, CA

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CRD#: 4924044

Professional summary

John Dewey Buerger, CFP® is a registered financial advisor currently at ALTUS WEALTH SOLUTIONS located in Atascadero, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John has worked at 2 firms and has passed the Series 7 exam.

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.

John Buerger is the general agent and sole producing agent in Buerger Insurance Solutions - a one-person General Agency that sells life insurance. Buerger Insurance Solutions is a dba of ALTUS, Inc and was started in 2013 although John has maintained his California Life Insurance license since 2004. The company's address is 15550 Abierto Rd, Atascadero, CA 93422. Typically, less than 2 hours each month is devoted to this business or operations. John Buerger is the business manager for Accents, a retail business in Atascadero. He is also a 50% owner (through the ALTUS Inc corporation which operates Accents as a dba) of the company. The business was originally purchased in March, 1993 as a sole proprietorship. John is responsible for maintaining business systems, monitoring financials and helping out as needed in off-hours (weekends and evenings). An average month requires 10-12 hours of his time to devote to these duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Dewey Buerger'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

November 28, 2007 - Present

ALTUS WEALTH SOLUTIONS

RIA

CRD#: 145259

ATASCADERO, CA

Past

April 4, 2005 - October 19, 2006

ASSOCIATED SECURITIES CORP.

CRD#: 12969

SAN LUIS OBISPO, CA

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

California
(11/28/2007)

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Exams

General Industry/Product Exam

Series 7

Date: 4/1/2005

General Securities Representative Examination

Current Firm

ALTUS WEALTH SOLUTIONS

ALTUS WEALTH SOLUTIONS | ALTUS, INC

CRD#: 145259 / SEC#:

California

Registered Investment Advisory firm - (11/27/2007 Approved)

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Contact information

Main Address

Atascadero, CA

Mailing Address

Po Box 13237, San Luis Obispo, CA 93406-3237

Phone number

(805) 476-0333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 4,960,258

Red Flags

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John D. Buerger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Dewey Buerger's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALTUS WEALTH SOLUTIONS

ASSOCIATED SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 7

Date: 4/1/2005

Current Firm

ALTUS WEALTH SOLUTIONS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALTUS WEALTH SOLUTIONS

TRUST BUT VERIFY

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