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John Dewey Buerger

John Dewey Buerger

CFP®
ALTUS WEALTH SOLUTIONS
ATASCADERO, CA
·CRD# 4924044·21 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2005

Years of Experience

21 years in the financial services industry

Current & Past Employments

ALTUS WEALTH SOLUTIONS·CRD# 145259
RIA
Atascadero, CA
November 28, 2007 - Present
ASSOCIATED SECURITIES CORP.·CRD# 12969
BD
San Luis Obispo, CA
April 4, 2005 - October 19, 2006

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Current Firm

AW
ALTUS WEALTH SOLUTIONS

ALTUS WEALTH SOLUTIONS | ALTUS, INC

CRD#: 145259
California
Registered Investment Advisory firm - California (11/27/2007 Approved)

Contact Information

Main Address

Atascadero, CA

Mailing Address

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

Phone Number

(805) 476-0333

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

57

AUM (Assets Under Management)

$4,754,957

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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.

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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.
IAR
California
(11/28/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7 — General Securities Representative Examination

Passed Apr 2005About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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