Brett Rufkahr, financial advisor Saint Louis MO
96 score

Brett Rufkahr

CRD 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 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Imst Distributors, LLC St. Louis, MO Dec 2014 - Current 2
Alpine Investment Management, LLC St Louis, MO Jun 2013 - Current 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
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
Contact Info for Brett A. Rufkahr
Phone Number: 314-932-1010
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,959
    MILLIONS
  • Total Number of Accounts
    1,898
    ACCOUNTS
  • Average Account Value
    $1,032,350
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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