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Bucket List Wealth Management, LLC CRD 286494
$224M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8564 East County Road 466, Suite 203, The Villages, FL 32162 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-06 |
| MI | RA | APPROVED | 2024-03-06 |
| OH | RA | APPROVED_RES | 2022-09-01 |
| MN | RA | APPROVED | 2021-11-02 |
| LA | RA | APPROVED | 2021-06-01 |
| TX | RA | APPROVED_RES | 2017-06-02 |
Branch Locations
8564 East County Road 466, Suite 203, The Villages, FL 32162 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Financial Security, Inc | The Villages | FL | 09/2014 | 09/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2017 | 07/2017 |
| Bucket List Wealth Management Llc | The Villages | FL | 01/2017 | Present |
1) Insurance Agent; Investment Related. Insurance Agent. Same office address The Villages, FL. Insurance Sales. Insurance Professional. 09/2014. 0 Hours/month. 0 Hours/month during securities trading hours. Does not actively use license, refers client to other insurance agents. 2) Fun Functions, LLC. Non Investment Related. Co-Owner. 8564 East CR 466, Suite 202, The Villages, FL 32162. Event Planning/Entertainment. 04/2014. 0 Hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-12 |
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