SB
Spencer A. Brueske
B3 WEALTH STRATEGIES
Bellevue, WA 98004
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CRD#: 6073802
SB
Professional summary
Spencer Alan Brueske, CFP® is a registered financial advisor currently at B3 WEALTH STRATEGIES located in Bellevue, Washington.
Spencer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Spencer has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.
1. 11/8/2016 - B3 Wealth Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/10/2016 - Time Spent 100%. 2. 9/24/2020 - Brueske Advisory Services - DBA: B3 Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/07/2016 - 160 Hours Per Month During Securities Trading. 3. 10/22/2020 - Brueske Advisory Services - DBA: (HYBRID) B3 Wealth Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/07/2016 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through B3 Wealth Strategies, an independent investment advisor firm. I started this business activity in 11/2016. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/19/2022 - BackNine Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 10/13/2022 - 10 Hours Per Month/0 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Spencer Alan Brueske'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®
Start date: 2016
Experience
Current
July 2, 2019 - Present
B3 WEALTH STRATEGIES
Office #1: 11245 Se 6th Street, Building B Suite 120, Bellevue, WA 98004RIA
CRD#: 300689
Bellevue, WA
Past
November 8, 2016 - October 17, 2019
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
RIA
CRD#: 151298
Bellevue, WA
Past
November 7, 2016 - October 25, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
BELLEVUE, WA
Past
January 29, 2013 - November 9, 2016
WADDELL & REED
RIA
CRD#: 866
BELLEVUE, WA
Past
August 16, 2012 - November 9, 2016
WADDELL & REED
BD
CRD#: 866
BELLEVUE, WA
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".
BW
B3 WEALTH STRATEGIES
B3 WEALTH STRATEGIES | BRUESKE ADVISORY SERVICES, LLC
CRD#: 300689 / SEC#: 801-116893
RIA
Registered Investment Advisory firm - (7/1/2019 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.Highlighted states indicate IAR registrations
IAR
Washington(7/2/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
B3 WEALTH STRATEGIES
B3 WEALTH STRATEGIES | BRUESKE ADVISORY SERVICES, LLC
CRD#: 300689 / SEC#: 801-116893
RIA
Registered Investment Advisory firm - (7/1/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11245 Se 6th Street, Building B Suite 120, Bellevue, WA 98004
Mailing Address
Phone number
(425) 974-1145
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,631 |
| AUM (Assets Under Management) | $ 455,716,900 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
