Spencer Brueske
Spencer Brueske is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bellevue, WA, with 14 years of industry experience. Spencer 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 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
11245 SE 6th St Bldg B # 120, Bellevue, WA, 98004-6499
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Regulatory History
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 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
LPL Financial LLC
LPL Financial LLCBroker
B3 Wealth Strategies
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations2 states
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
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