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Celia King Brugge

Celia K. Brugge

DOGWOOD FINANCIAL PLANNING
Eads, TN
Some features on this profile are disabled
CRD#: 5466726
Celia King Brugge

Professional summary

Celia King Brugge, CFP®, who also goes by Celia Jill King, is a registered financial advisor currently at DOGWOOD FINANCIAL PLANNING located in Eads, Tennessee.

Celia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Celia has worked at 1 firm and has passed the Series 65 exam.

Core Areas of Focus

Hourly
Investment Advice without Ongoing Management
Middle Income Client Needs
Retirement Planning & Distribution Rules
Women's Financial Planning Issues

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Retirement Income Management
Are you a "fiduciary"?
Yes

Aliases

Celia Jill King

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Celia King Brugge's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

May 28, 2008 - Present

DOGWOOD FINANCIAL PLANNING

Office #2: 8295 Tournament Drive Suite 150, Memphis, TN 38125
RIA
CRD#: 145889
Eads, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arkansas
(11/27/2012)
IAR
Louisiana
(1/18/2022)
IAR
Mississippi
(8/26/2013)
IAR
Tennessee
(5/28/2008)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/14/2008
Uniform Investment Adviser Law Examination

Current Firm

DOGWOOD FINANCIAL PLANNING
DOGWOOD FINANCIAL PLANNING
CELIA KING BRUGGE | DOGWOOD FINANCIAL PLANNING

CRD#: 145889 / SEC#:

Arkansas
Registered Investment Advisory firm - (11/1/2012 Approved)
Louisiana
Registered Investment Advisory firm - (1/18/2022 Approved)
Mississippi
Registered Investment Advisory firm - (8/26/2013 Approved)
Tennessee
Registered Investment Advisory firm - (5/27/2008 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
8295 Tournament Drive Suite 150, Memphis, TN 38125-8906
Mailing Address
Phone number
(901) 969-4500
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DOGWOOD FINANCIAL PLANNING

DOGWOOD FINANCIAL PLANNING

CRD#: 145889Eads, TN

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