BB
BB

Brian R Buhrow

21 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
363 clients
Average Client Portfolio
$102.6M average
Assets Under Management
$37.3B

Fee Structure

Financial Planning:Investment management only
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Location

5910 Mineral Point Rd, Madison, WI, 53705

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is a partner in a retail tuxedo rental business, spending minimal time. He also co-owns three clothing stores (Funky Zebras) and spends a few hours per week on each location, handling tasks like buying clothes, stocking, cleaning, and payroll.

Employment History
Current Registrations
Trustage Investment Management
October 2019 - Present · 6 yrs 4 mos
CUNA Brokerage Services, INC.Broker
April 2004 - Present · 21 yrs 10 mos
CUNA Brokerage Services, INC.
April 2004 - Present · 21 yrs 10 mos
Previous Registrations
CUNA Brokerage Services, INC.
April 2010 - October 2019 · 9 yrs 6 mos
State Registrations17 states
AKARCAHIIAKSMONDNENVOHOKORSDTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.