Kailey Elizabeth Berendsen
Investment adviser representative at Buska Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$538.7MFirm assets
5 yearsFirm in business
Are you Kailey Elizabeth Berendsen? Claim your profile
Contact this firm
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
- Pension consulting
Experience
11 years in the industry.
- Buska Retirement Solutions, Inc.Nov 2023 to now
- Buska Wealth Management, LLCMay 2023 to now
- Eye Clinic of WisconsinJun 2015 to Feb 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
Buska Wealth Management, LLC
$538.7MAssets managed
1,698Clients
8Advisers
5 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
- 7810140
- Firm CRD
- 170627