portrait of Jason A Buehrle
FINANCIAL ADVISOR

Jason A Buehrle

CFP®, AAMS™, AWMA™, CRPS™
515 S Midvale Blvd Suite 2, Madison, WI 53711opens in a new window
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • AWMA™

    Accredited Wealth Management Advisor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Aviation
  • Active Lifestyle
  • Traveling
  • Spending Time with Family

Team Members

  • Tracy Crowell
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(608) 630-8456

Fax

(888) 698-0646

Office Address

515 S Midvale Blvd Suite 2
Madison, WI 53711opens in a new window

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