Ryan Brueck

CLEARWEALTH

Davenport, IA

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CRD#: 6945643

Professional summary

Ryan Brueck, CFP® is a registered financial advisor currently at CLEARWEALTH located in Davenport, Iowa.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ryan has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.

Question & Answer

What are your service offerings?

Retirement Planning

Estate Planning

Comprehensive Financial Planni...

Education Planning

Debt Management

Insurance Planning

Investment Planning

Retirement Income Management

Do you have an area of expertise or specialization?

Fixed Fee (Subscription, Retai...

Investment Advice with Ongoing...

Millennials

Are you a "fiduciary"?

Yes

Aliases

None

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 Ryan Brueck'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: 2021

Experience

Current

April 26, 2022 - Present

CLEARWEALTH

RIA

CRD#: 299759

Davenport, IA

Past

April 15, 2019 - April 25, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

DAVENPORT, IA

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

Illinois
(8/13/2024)

IAR

Iowa
(4/26/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/10/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 4/13/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 2/9/2019

Securities Industry Essentials Examination

Current Firm

CLEARWEALTH

CRD#: 299759 / SEC#:

Illinois

Registered Investment Advisory firm - (8/13/2024 Approved)

Iowa

Registered Investment Advisory firm - (1/9/2019 Approved)

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Contact information

Main Address

Burlington, IA

Mailing Address

Phone number

(319) 572-0581

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	318
AUM (Assets Under Management)	$ 30,987,846

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.

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Ryan Brueck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Brueck's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARWEALTH

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/10/2019

Series 6TO

Date: 4/13/2019

SIE

Date: 2/9/2019

Current Firm

CLEARWEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEARWEALTH

TRUST BUT VERIFY

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