John Matthew Bussel

Employer firm

Team Hewins, LLC CRD 291194

$3.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → 06/2018
  Hewins Financial Advisors, Llc
  Miami, FL
• 05/2018 → Present
  Team Hewins, Llc
  Miami, FL

Previous Registrations

• 2003-04-14 → 2018-06-01
  Wipfli Financial Advisors, Llc
  Miami, FL
  Milwaukee, WI
• 2002-12-05 → 2004-12-06
  Bussel Asset Management, Llc
  Miami, FL

Other Businesses

DIRECTOR OF THE SHEPARD BROAD FOUNDATION (A PRIVATE FAMILY FOUNDATION) 4400 BISCAYNE BLVD #514, MIAMI FL 33137. SPEND APPROX. 3-5 HOURS/WEEK OVERSEEING THE OPERATIONS OF THE FOUNDATION INCLUDING GRANT MAKING AND INVESTMENTS. STARTED ON MAY 11, 1996. OWNER AND DIRETOR OF BROAD-BUSSEL ENTERPRISES, INC. THIS CORPORATION IS THE GENERAL PARTNER OF BROAD-BUSSEL FAMILY LTD. PARTNERSHIP -- A FAMILY PARTNERSHIP THAT DOES NOT HAVE AND NEVER HAS SOLICITED OUTSIDE (OF FAMILY) PARTNERS. THE CORPORATE GENERAL PARTNER OVERSEES THE INVESTMENTS OF THE PARTNERSHIP. SPEND 3-5 HOURS/WEEK ON THE ACTIVITIES AND INVESTMENTS OF THE PARTNERSHIP. STARTED IN APRIL 29, 1997. THE CORPORATION AND PARTNERSHIP ARE LOCATED AT 10228 GOVERNORS DRIVE, CHAPEL HILL, NC 27514.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-23
• S63 Uniform Securities Agent State Law Examination
  1997-03-12

Other Names

• John M Bussel