Cole James Bruner
Investment Adviser Representative at Buska Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cole James Bruner is an investment adviser representative with Buska Wealth Management, LLC in Wausau, WI, where they have been registered since 2014, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas and Wisconsin.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Buska Retirement SolutionsDec 2007 – Jan 2026Rothschild, WI
- Buska Wealth Management, LLCMar 2014 – no end date reportedRothschild, WI
- IsagenixOct 2014 – Dec 2018Rothschild, WI
- Marketplace Home MortgageDec 2015 – Jan 2018Hobart, WI
- American Neighborhood Mortgage Acceptance CompanyFeb 2018 – Oct 2019Wausau, WI
- Legacy Tax Solutions, LLCDec 2018 – no end date reportedWausau, WI
- Namaste Traveling, LLCDec 2021 – Dec 2024Wausau, WI
- Emerald Night Club, LLCJun 2025 – no end date reportedWausau, WI
- Buska Retirement SolutionsDec 2007 – no end date reportedRothschild, WI
- Buska Retirement SolutionsJan 2026 – no end date reportedRothschild, WI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Buska Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Wausau, WI
- SEC file number:
- 801-122395
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 9, 2026
View full firm profileOther advisors at Buska Wealth Management, LLC
7 other advisors in the directory
Similar advisors in Wausau, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cole James Bruner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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