Brett RufkahrCRD Number: 1921536
Current Firm: Alpine Private Capital, LLC
Brett Rufkahr (CRD# 1921536) is an Investment Advisor Representative working at Alpine Private Capital, LLC in Saint Louis, MO and has over 29 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Alpine Private Capital, LLC||St. Louis, MO||Jan 2017 - Current||1|
|Imst Distributors, LLC||St. Louis, MO||Dec 2014 - Current||3|
|Alpine Investment Management, LLC||St Louis, MO||Jun 2013 - Jan 2017||3|
|Bank Of America N.a||Clayton, MO||Jun 2012 - Jun 2013||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||St. Louis, MO||Jun 2010 - Jun 2013||3|
|Tiaa-cref||St. Louis, MO||Dec 2007 - Jun 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management408MILLIONS
Total Number of Accounts537ACCOUNTS
Average Account Value$759,699
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, DE, FL, GA, IL, IN, MA, MN, MO, NC, NV, NY, OH, OR, PA, RI, TN, TX, VA