Brett Rufkahr, financial advisor Saint Louis MO
96 score

Brett Rufkahr

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Brett A. Rufkahr
Phone Number: 314-932-1010
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    408
    MILLIONS
  • Total Number of Accounts
    537
    ACCOUNTS
  • Average Account Value
    $759,699
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, IN, MA, MN, MO, NC, NV, NY, OH, OR, PA, RI, TN, TX, VA

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

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