Michael James Brusko
Investment adviser representative at Toptier Wealth Management
16 yearsExperience
1 stateRegistered in
$175.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Toptier Wealth ManagementMar 2018 to now
- Heartland AdvisorsApr 2010 to Mar 2018
- Alps Distributors, Inc.Apr 2010 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (WI).
Toptier Wealth Management
$175.7MAssets managed
105Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5689930
- Firm CRD
- 292959