John Brick (CRD# 5103747) is an Investment Advisor Representative working at Kruse Asset Management, LLC in Chicago, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kruse Asset Management | Chicago, IL | Feb 2021 - Current | 3 |
| Altman Advisors, Inc. | Chicago, IL | Jun 2018 - Feb 2021 | 2 |
| Morningstar | Chicago, IL | Jan 2017 - Jun 2018 | 1 |
| Unemployed | Chicago, IL | Sep 2016 - Dec 2016 | < 1 |
| Stephens Inc. | Chicago, IL | Mar 2015 - Sep 2016 | 1 |
| Vilas Capital | Chicago, IL | Apr 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
- IL
-
Total Assets Under Management94MILLIONS
-
Total Number of Accounts401ACCOUNTS
-
Average Account Value$233,167
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
IL, TX
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