Brett RufkahrCRD Number: 1921536
Current Firm: Alpine Investment Management,llc
Brett Rufkahr (CRD# 1921536) is an Investment Advisor Representative working at Alpine Investment Management,llc in Saint Louis, MO and has over 29 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Imst Distributors, LLC||St. Louis, MO||Dec 2014 - Current||3|
|Alpine Investment Management, LLC||St Louis, MO||Jun 2013 - Current||4|
|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|
|Bank Of America||St. Louis, MO||Jun 1996 - Nov 2007||11|
|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 Management1,959MILLIONS
Total Number of Accounts1,898ACCOUNTS
Average Account Value$1,032,350
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV