John Brueggeman
Senior Managing Director, Principal / Portfolio Manager at Viceroy Wealth Counsel
- Role
- Lpl Registered Principal Wealth Advisor at LPL Financial
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About John Brueggeman
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with Viceroy Wealth Counsel may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Lpl Registered Principal Wealth Advisor
Apr 2004 — Present · Cincinnati, OH, US
Client Portfolio Management / Wealth PlanningFor a list of states in which I am registered to do business, please visit my website located in the \"Contact and Personal Info\" section above. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to \"Contact and Personal Info\" section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Xavier University
Bachelor's Degree, Double Major : Entrepreneurship and Marketing
1989 — 1992
Skills
- Financial Planning
- Crm
- Retirement
- Management
- Strategic Financial Planning
- Retirement Planning
- Finra
- Investment Advisory
- Prohibits the Use
- Wealth
- Asset Management
- Series 63
- Of Recommendations
- Finra Rule 206(4)
- Wealth Management Services
- Series 7
- Portfolio Management
- Investments
- And Testimonials.
- Wealth Management
- Mutual Funds
- Asset Allocation
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