SB
CFP
SB
CFP

Spencer Alan Brueske

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

11245 SE 6th Street, Building B, Suite 120, Bellevue, WA, 98004

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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 ActivitiesSells Insurance

Spencer is a Registered Investment Advisor (IAR) doing business as B3 Wealth Strategies since 2016, dedicating full-time hours to this activity. He is also an agent for BackNine Insurance selling non-variable insurance, spending a few hours per week on this.

Employment History
Current Registrations
LPL Financial LLC
November 2025 - Present · 3 mos
LPL Financial LLCBroker
November 2025 - Present · 3 mos
B3 Wealth Strategies
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Financial Advocates Investment Management
November 2016 - October 2019 · 2 yrs 11 mos
LPL Financial LLCBroker
November 2016 - October 2023 · 6 yrs 11 mos
Waddell & Reed
January 2013 - November 2016 · 3 yrs 10 mos
Waddell & ReedBroker
August 2012 - November 2016 · 4 yrs 3 mos
State Registrations1 state
WA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Spencer Alan Brueske - Financial Advisor | TrueAdvisor