JK
Jennifer M. Kinkelaar
BRUCKE FINANCIAL
Teutopolis, IL 62467
Some features on this profile are disabled
CRD#: 7153246
JK
Professional summary
Jennifer Marie Kinkelaar, who also goes by Jennifer M Stevens, is a registered financial advisor currently at BRUCKE FINANCIAL, INC. located in Teutopolis, Illinois.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jennifer has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer M Stevens
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.
1) Jennifer Marie Kinkelaar is a partner of Birdin' Falls, LLC - a partnership for property ownership 2) Simplicity Group (Former Producer Resources); Investment related: No; Location: 1431 Opus Pl #630 Downers Grove IL 60515 United States; Position Title: Independent Licensed Insurance Agent; Responsibilities Duties: Independent Licensed Insurance Agent at Producer Resources; Start date: 2021-01-01; Hours during trading hours: 5; Hours business outside trading hours: 0. 3) Kinkelaar Financial Services LLC; Investment related: No; Location: 13332 E 1925th Ave Effingham IL 62401 United States; Description: This entity is used for payroll. The entity does not provide any services and will not offer clients any products or services.; Position Title: Owner; Responsibilities Duties: Owner; Start date: 2021-12-21; Hours during trading hours: 1; Hours outside trading hours: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Marie Kinkelaar'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®
NoneExperience
Current
December 11, 2019 - Present
BRUCKE FINANCIAL, INC.
Office #1: 111 E Main St, Teutopolis, IL 62467RIA
CRD#: 291307
Teutopolis, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BRUCKE FINANCIAL, INC.
BRUCKE FINANCIAL, INC. | ORBIS FINANCIAL
CRD#: 291307 / SEC#: 801-123245
RIA
Registered Investment Advisory firm - (2/18/2022 Approved)Illinois
Registered Investment Advisory firm - (3/15/2022 Terminated)Indiana
Registered Investment Advisory firm - (3/16/2022 Terminated)Missouri
Registered Investment Advisory firm - (3/15/2022 Terminated)Texas
Registered Investment Advisory firm - (3/15/2022 Terminated)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(12/11/2019)
IAR
Missouri(9/29/2020)
Current Firm
BF
BRUCKE FINANCIAL, INC.
BRUCKE FINANCIAL, INC. | ORBIS FINANCIAL
CRD#: 291307 / SEC#: 801-123245
RIA
Registered Investment Advisory firm - (2/18/2022 Approved)Illinois
Registered Investment Advisory firm - (3/15/2022 Terminated)Indiana
Registered Investment Advisory firm - (3/16/2022 Terminated)Missouri
Registered Investment Advisory firm - (3/15/2022 Terminated)Texas
Registered Investment Advisory firm - (3/15/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Indianapolis, IN
Mailing Address
Phone number
(317) 658-4548
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,065 |
| AUM (Assets Under Management) | $ 200,986,148 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
