BB
BB

Brian Buhrow

22 Years of Experience
Madison, WI
Broker

Brian Buhrow is a registered investment advisor at Trustage Investment Management, based in Madison, WI, with 22 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 349 clients with $39B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
IM Fee
Planning only
Assets Under Management
$39.5B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

5910 Mineral Point Rd, Madison, WI, 53705

Get directions

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.

Learn about disclosures →
Other Business Activities

Brian is a partner in a retail tuxedo rental business, spending minimal time. He also co-owns three clothing stores (Funky Zebras) and spends a few hours per week on each location, handling tasks like buying clothes, stocking, cleaning, and payroll.

Employment History
Current Registrations
Trustage Investment Management
October 2019 - Present · 7 yrs
CUNA Brokerage Services, INC.Broker
April 2004 - Present · 22 yrs 6 mos
CUNA Brokerage Services, INC.
April 2004 - Present · 22 yrs 6 mos
Previous Registrations
CUNA Brokerage Services, INC.
April 2010 - October 2019 · 9 yrs 6 mos
State Registrations17 states
AKARCAHIIAKSMONDNENVOHOKORSDTXUTWA
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.
More Advisors