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Alexander Scott Brueske

Investment adviser representative at B3 Wealth Strategies
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$35.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. LPL FinancialNov 2025 to now
  2. B3 Wealth StrategiesJun 2019 to now
  3. LPL Financial, LLCNov 2016 to May 2023
  4. Financial Advocates Investment ManagementNov 2016 to Oct 2019
  5. Northshore School DistrictMar 2014 to Oct 2017
  6. Waddell & Reed IncAug 2012 to Nov 2016

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2012
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 1 state (WA).

B3 Wealth Strategies

Legal name: Brueske Advisory Services, LLC

$35.8MAssets managed
62Clients
4Advisers
7 yearsIn 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
5696718
Firm CRD
300689
Advisor's SEC record (opens in a new tab)
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