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Buck Wealth Strategies, LLC CRD 322138
$1.64B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
| WA | RA | APPROVED | 2026-08-21 |
| OR | RA | APPROVED | 2026-05-19 |
Branch Locations
4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Advocates Investment Management | Olympia | WA | 07/2010 | 10/2018 |
| Cwm, Llc Dba Carson Group Partners | Omaha | NE | 10/2018 | 07/2019 |
| Clear Resource Group, Llc | Portland | OR | 02/2013 | 08/2026 |
| Clear Resource Group, Llc | Portland | OR | 07/2019 | 08/2026 |
| Buck Wealth Strategies, Llc | Honolulu | HI | 05/2026 | Present |
| Madison Avenue Securities | San Diego | CA | 05/2026 | Present |
1) Buck Financial Services; Investment-related; 55 Merchant St. Ste 2100 Honolulu, HI 96813; holding company; employee; 05/2026; 160 hours/month, all during regular trading hours 2) Buck Wealth Strategies, LLC; Investment-related; 55 Merchant St. Ste 2100 Honolulu, HI 96813; RIA; IAR; 05/2026; 160 hours/month, all during regular trading hours 4) E.A. Buck Insurance, Inc. dba E.A. Buck Financial Services; Investment-related; 55 Merchant St. Ste 2100 Honolulu, HI 96813; Insurance Provider; Insurance Agent; 05/2026; 160 hours/month, all during regular trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2004-08-27 |
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