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Kailey Elizabeth Berendsen

Buska Wealth Management, LLC

Wausau, WI

CRD 7810140

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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 2023-09-14
  • WI RA
    APPROVED
    Since 2023-09-14

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 09/2023 Present
Buska Wealth Management, Llc Wausau WI 05/2023 Present
Eye Clinic Of Wisconsin Wausau WI 06/2015 02/2024
Buska Retirement Solutions, Inc. Wausau WI 11/2023 Present
Buska Retirement Solutions, Inc. Wausau WI 03/2025 Present
Buska Wealth Management, Llc Wausau WI 03/2025 Present
Other Businesses

Buska Retirement Solutions, Inc.; investment related; Wausau, WI; Insurance Agent; 11/23; 20% of time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-06
  • S65 Uniform Investment Adviser Law Examination
    2023-09-06
Other Names
  • Kailey Bruner

View on SEC IAPD

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