Cole James Bruner

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:

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

Current Employers

Employment History

• 12/2007 → 01/2026
  Buska Retirement Solutions
  Rothschild, WI
• 03/2014 → Present
  Buska Wealth Management, Llc
  Rothschild, WI
• 10/2014 → 12/2018
  Isagenix
  Rothschild, WI
• 12/2015 → 01/2018
  Marketplace Home Mortgage
  Hobart, WI
• 02/2018 → 10/2019
  American Neighborhood Mortgage Acceptance Company
  Wausau, WI
• 12/2018 → Present
  Legacy Tax Solutions, Llc
  Wausau, WI
• 12/2021 → 12/2024
  Namaste Traveling, Llc
  Wausau, WI
• 06/2025 → Present
  Emerald Night Club, Llc
  Wausau, WI
• 12/2007 → Present
  Buska Retirement Solutions
  Rothschild, WI
• 01/2026 → Present
  Buska Retirement Solutions
  Rothschild, WI

Other Businesses

(1)BUSKA RETIREMENT SOLUTIONS, INC.; INVESTMENT RELATED; WASAU, WI ; INSURANCE SERVICES; INSURANCE AGENT; 12/2007; APPROXIMATELY 40% OF TIME; SALES AND GENERAL BUSINESS MANAGEMENT. (2)BUSKA RETIREMENT SOLUTIONS, INC.; INVESTMENT RELATED; WASAU, WI ; INSURANCE SERVICES; PRESIDENT; 01/2026; APPROXIMATELY 40% OF TIME; SALES AND GENERAL BUSINESS MANAGEMENT. (This is in correlation to the time as an insurance agent) (3)LEGACY TAX SOLUTIONS, LLC; NON-INVESTMENT RELATED;WASAU, WI; TAX PLANNING AND PREPARATION SERVICES; MANAGING MEMBER; STARTED 12/2018; 15 HOURS PER MONTH DURING TRADING HOURS. Emerald Night Club, LLC; NON-INVESTMENT RELATED; WAUSAU, WI; CO-OWNER; NIGHT CLUB; MINIMAL AMOUNT OF TIME DEVOTED TO THIS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-01

Other Names

• Cole Bruner