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Jordan Alexander Thao

Buska Wealth Management, LLC

Wausau, WI

CRD 8121553

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Employer firm

Buska Wealth Management, LLC CRD 170627

$539M regulatory AUM 36 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Buska Wealth Management, Llc

510 N. 17Th Avenue Suite A, Wausau, WI 54401 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-06-24
  • WI RA
    APPROVED
    Since 2025-06-24

Branch Locations

510 N. 17Th Avenue Suite A, Wausau, WI 54401 • 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
Buska Wealth Management, Llc Wausau WI 06/2025 Present
Buska Retirement Solutions, Inc. Wausau WI 01/2023 Present
Pci Not The Big Company Dallas TX 08/2022 12/2022
Premier Moving Service Dallas TX 10/2021 08/2022
Kane'S Roofing And Construction Neenah WI 04/2020 10/2021
Full Time Student Schofield WI 06/2015 04/2020
  • 06/2025 → Present
    Buska Wealth Management, Llc
    Wausau, WI
  • 01/2023 → Present
    Buska Retirement Solutions, Inc.
    Wausau, WI
  • 08/2022 → 12/2022
    Pci Not The Big Company
    Dallas, TX
  • 10/2021 → 08/2022
    Premier Moving Service
    Dallas, TX
  • 04/2020 → 10/2021
    Kane'S Roofing And Construction
    Neenah, WI
  • 06/2015 → 04/2020
    Full Time Student
    Schofield, WI
Other Businesses

BUSKA RETIREMENT SOLUTIONS, INC.; INVESTMENT RELATED; INSURANCE AGENT; START DATE 01/2023; WAUSAU, WI; APPROXIMATELY 90% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-17
  • S65 Uniform Investment Adviser Law Examination
    2025-06-17

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
EQUITABLE ADVISORS, LLC

Nearby Investors

Wade Alexander Schuette
Nathan John Birchler
Abigail Rindfleisch

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Wausau, WI
EDWARD JONES · WAUSAU, WI
EQUITABLE ADVISORS, LLC · WAUSAU, WI

More in Wausau, WI

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