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Dana Buska

31 Years of Experience
Minnetonka, MN
Broker

Dana Buska is a registered investment advisor at Feltl Advisors, based in Minnetonka, MN, with 31 years of industry experience. Dana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 397 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
397 clients
Average Client Portfolio
$417K average
Assets Under Management
$165.6M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fees are negotiable between you and Feltl Advisors, up to a maximum annual rate of 3%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10900 Wayzata Boulevard, Suite 200, Minnetonka, MN, 55305

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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

Dana serves as a director for the church foundation of the United Methodist Church. This non-profit activity of religious nature takes a few hours per week.

Employment History
Current Registrations
Feltl Advisors
August 2016 - Present · 10 yrs 2 mos
Feltl & CompanyBroker
December 2006 - Present · 19 yrs 10 mos
Previous Registrations
Miller Johnson Steichen Kinnard, INC.Broker
February 1997 - December 2006 · 9 yrs 10 mos
Dean Witter Reynolds INC.Broker
December 1995 - February 1997 · 1 yr 2 mos
Nylife Securities INC.Broker
February 1995 - November 1995 · 9 mos
State Registrations16 states
AZCAFLGAILMNNDNENJNMNYOKPATXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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