Joseph Sunderman (CRD# 5269890) is an Investment Advisor Representative working at Bruin Capital Allocation, LLC in Cincinnati, OH and has over 11 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joe Sunderman, LLC | Cincinnati, OH | May 2015 - Sep 2015 | < 1 |
| Rippe & Kingston Capital Advisors | Cincinnati, OH | Apr 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- OH
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$9,800,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
OH
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