Scott Alan Brueske

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/1984 → 11/2016
  Waddell & Reed, Inc.
  Bellevue, WA
• 09/2005 → Present
  Brueske Advisory Services
  Bellevue, WA
• 01/2016 → 11/2016
  Scott Brueske
  Bellevue, WA
• 11/2016 → 10/2023
  Lpl Financial, Llc
  Bellevue, WA
• 11/2016 → 10/2019
  Financial Advocates Investment Management
  Bellevue, WA
• 06/2019 → Present
  B3 Wealth Strategies
  Bellevue, WA
• 11/2025 → Present
  Lpl Financial
  Bellevue, WA

Previous Registrations

• 2016-11-08 → 2019-10-17
  Financial Advocates Investment Management
  Bellevue, WA
  Olympia, WA
• 1990-03-21 → 2016-11-09
  Waddell & Reed
  Bellevue, WA
  Seattle, WA
  Bellevue, WA

Other Businesses

1. 10/2025 - B3 Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 11/17/2025 2.12/19/2025-Brueske Advisory Services-Joining as an employee advisor-Registered Investment Advisor-Inv Related-At reported business locations(s)-Start date 11/01/2016-32hrs/mth-2hrs/mth during trading. I temporarily provide limited services thru Brueske Advisory Services, an independent investment advisor firm, for purposes of transitioning assets to the LPL Financial RIA. I started this activity business in 11/2016, and expect to spend approximately 32 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-09-25

Designations

• Certified Financial Planner

Other Names

• Scott Brueske