Pat Cain Wealth Solutions is an independent fiduciary retirement planning and wealth management practice located on East Stuart Avenue in historic Downtown Lake Wales, Florida. Led by Certified Financial Planner™ professional Ryan Buskirk, CFP® alongside Financial Advisor Rebecca Winters Buskirk, the practice serves retirees, seasonal residents, and multi-generational families across Lake Wales, Babson Park, Frostproof, Bartow, and the Lake Wales Ridge through Raymond James Financial Services Advisors, Inc.
Official Verification Sources: FINRA BrokerCheck Profile (Ryan Buskirk, CFP®); FINRA BrokerCheck Profile (Rebecca Winters Buskirk); SEC IAPD Firm Summary (Raymond James Financial Services Advisors, Inc.); Pat Cain Wealth Solutions Official Website
Issuer: SEC / FINRA (Raymond James Financial Services Advisors, Inc.)
Notes: SEC File #801-69815; fiduciary investment advisory services offered through Raymond James Financial Services Advisors, Inc. (CRD #149018) and securities through Raymond James Financial Services, Inc. (CRD #6694).
Issuer: CFP Board / FINRA / SEC
Notes: Led by Financial Advisor Ryan Buskirk, CFP® (CRD #4679977) and Financial Advisor Rebecca Winters Buskirk (CRD #4630003), continuing the Lake Wales practice founded by the late Dale Patrick ('Pat') Cain.
Factual details and direct answers about Pat Cain Wealth Solutions's services, licensing, and credentials.
Is lead advisor Ryan Buskirk at Pat Cain Wealth Solutions a Certified Financial Planner™?
Yes, Ryan Buskirk, CFP® (CRD #4679977) is a Certified Financial Planner™ professional who has served in the financial services industry since 2003 and leads the Lake Wales advisory team alongside Rebecca Winters Buskirk (CRD #4630003).
How is Pat Cain Wealth Solutions registered with the SEC and FINRA?
The practice provides fiduciary investment advisory services through SEC-registered Raymond James Financial Services Advisors, Inc. (CRD #149018, SEC File #801-69815) and brokerage services through Raymond James Financial Services, Inc. (CRD #6694).
Where is Pat Cain Wealth Solutions located in Lake Wales?
The office is located in historic Downtown Lake Wales at 100 East Stuart Avenue, Lake Wales, Florida 33853.
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