Kara L Buss

Employer firm

Hn Buss Investing CRD 333557

$12.2M regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2011 → 07/2024
  Logix Federal Credit Union
  Valencia, CA
• 01/2024 → Present
  He'e Nalu Investing
  Calabasas, CA
• 10/2024 → Present
  Hn Buss Investing
  Westlake Village, CA

Previous Registrations

• 2024-01-17 → 2025-06-08
  He'E Nalu Investing, Inc.
  Westlake Village, CA
  Thousand Oaks, CA
  Thousand Oaks, CA

Other Businesses

I am Owner/ Investment Advisor with both He'e Nalu Investing, INC. and HN Buss Investing Corporation. Both are located at 2829 Townsgate Rd. Suite 100, Westlake Village, CA 91361. I will be closing He'e Nalu Investing and operating an registered investment advisory under HN Buss Investing Corporation once the RIA has been accepted by the DFPI for the state of California.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-15
• S63 Uniform Securities Agent State Law Examination
  2010-04-23