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Inactive

Lynn Strawn Berlenbach

Buck Wealth Strategies, LLC

Denver, CO

Honolulu, HI

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Current Employers
Buck Wealth Strategies, Llc

4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2022-12-12
  • HI RA
    APPROVED
    Since 2022-12-12

Branch Locations

4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States

55 Merchant Street #2100, Honolulu, HI 96813 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ea Buck Financial Services Honolulu HI 07/2020 10/2022
Oahu Country Club Honolulu HI 10/2019 07/2020
Kahala Resort Honolulu HI 01/2017 10/2019
Morton'S Steakhouse Honolulu HI 10/2012 01/2017
Buck Wealth Strategies, Llc Honolulu HI 10/2022 Present
  • 07/2020 → 10/2022
    Ea Buck Financial Services
    Honolulu, HI
  • 10/2019 → 07/2020
    Oahu Country Club
    Honolulu, HI
  • 01/2017 → 10/2019
    Kahala Resort
    Honolulu, HI
  • 10/2012 → 01/2017
    Morton'S Steakhouse
    Honolulu, HI
  • 10/2022 → Present
    Buck Wealth Strategies, Llc
    Honolulu, HI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-12
  • S65 Uniform Investment Adviser Law Examination
    2022-12-12

View on SEC IAPD

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DREAM U.S. MANAGER LLC · DENVER, CO
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