RC

Ryan S. Connor

BUSKA WEALTH MANAGEMENT
Eau Claire, WI 54701
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CRD#: 6973325
RC

Professional summary


Ryan Scott Connor is a registered financial advisor currently at BUSKA WEALTH MANAGEMENT, LLC located in Eau Claire, Wisconsin.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan has worked at 1 firm and has passed the Series 65 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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Ryan Scott Connor's CRS (Customer Relationship Summary).
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

June 13, 2018 - Present

BUSKA WEALTH MANAGEMENT, LLC

Office #1: 3621 E. Hamilton Ave, Eau Claire, WI 54701
RIA
CRD#: 170627
Eau Claire, WI

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
BUSKA WEALTH MANAGEMENT, LLC
BUSKA WEALTH MANAGEMENT, LLC | COLE J. BRUNER & ASSOCIATES, LLC

CRD#: 170627 / SEC#: 801-122395

RIA
Registered Investment Advisory firm - (9/27/2021 Approved)
Wisconsin
Registered Investment Advisory firm - (9/27/2021 Terminated)

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
Wisconsin
(6/13/2018)

Exams


State Security Law Exam

Current Firm


BW
BUSKA WEALTH MANAGEMENT, LLC
BUSKA WEALTH MANAGEMENT, LLC | COLE J. BRUNER & ASSOCIATES, LLC

CRD#: 170627 / SEC#: 801-122395

RIA
Registered Investment Advisory firm - (9/27/2021 Approved)
Wisconsin
Registered Investment Advisory firm - (9/27/2021 Terminated)
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Contact information


Main Address
510 N. 17th Avenue Suite A, Wausau, WI 54401
Mailing Address
Phone number
(715) 355-4445
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (3 States and Territories)


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Regulatory assets under management


Total Number of Accounts3,520
AUM (Assets Under Management)$ 528,827,504

Red Flags


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

Company Information


BUSKA WEALTH MANAGEMENT, LLC

CRD#: 170627Eau Claire, WI 54701

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