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Douglas W Buller

Investment adviser representative at Apple Tree Asset Management, LLC
38 yearsExperience
1 stateRegistered in
$151.9MFirm assets
2 yearsFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

38 years in the industry.

  1. Apple Tree Asset Management, LLCAug 2020 to now
  2. Warsaw Christian SchoolAug 1988 to Jun 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

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

Apple Tree Asset Management, LLC

$151.9MAssets managed
780Clients
6Advisers
2 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
7421850
Firm CRD
298437
Advisor's SEC record (opens in a new tab)
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