Alexander Bruckel (CRD# 7474750) is an Investment Advisor Representative working at Lpl Financial LLC in Sun Prairie, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uw Credit Union | Madison, WI | Nov 2021 - Current | 2 |
| Lpl Financial | Madison, WI | Nov 2021 - Current | 2 |
| Uw Credit Union | Madison, WI | Sep 2019 - Oct 2021 | 2 |
| N/a | Madison, WI | Jun 2019 - Aug 2019 | < 1 |
| Chipotle Mexican Grill | Madison, WI | May 2018 - May 2019 | 1 |
| Chipotle Mexican Grill | Chicago, IL | Dec 2015 - Apr 2018 | 2 |
| Chipotle Mexican Grill | Madison, WI | Jul 2014 - Nov 2015 | 1 |
| University Of Wisconsin - Madison | Madison, WI | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- WI
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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