JB
Joshua R. Bruckert
OARSMAN CAPITAL,
Milwaukee, WI 53202
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CRD#: 7936352
JB
Professional summary
Joshua R Bruckert, who also goes by Josh Bruckert, is a registered financial advisor currently at OARSMAN CAPITAL, INC located in Milwaukee, Wisconsin.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Joshua has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Bruckert
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.
Bruckert Homestead. Not investment related. Address is home address of S8467 Old Bluff Trail, Prairie du Sac, WI 53578 Farming Owner Sole Proprietor Start Date of 1/1/2021 30 hours per month 0 Duties of crop production and cattle production
CRS (Client Relationship Summary) - RIA
Click below to view Joshua R Bruckert'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
August 8, 2024 - Present
OARSMAN CAPITAL, INC
Office #1: 759 North Milwaukee Street Suite 605, Milwaukee, WI 53202RIA
CRD#: 109993
Milwaukee, WI
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".
OC
OARSMAN CAPITAL, INC
LRC AVIATION ADVISORS | OARSMAN CAPITAL, INC | NACKERS & ASSOCIATES, A DIVISION OF OARSMAN CAPITAL, INC.
CRD#: 109993 / SEC#: 801-60988
RIA
Registered Investment Advisory firm - (3/15/2002 Approved)Washington
Registered Investment Advisory firm - (3/27/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (4/5/2002 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
Wisconsin(8/8/2024)
Current Firm
OC
OARSMAN CAPITAL, INC
LRC AVIATION ADVISORS | OARSMAN CAPITAL, INC | NACKERS & ASSOCIATES, A DIVISION OF OARSMAN CAPITAL, INC.
CRD#: 109993 / SEC#: 801-60988
RIA
Registered Investment Advisory firm - (3/15/2002 Approved)Washington
Registered Investment Advisory firm - (3/27/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (4/5/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
759 North Milwaukee Street Suite 605, Milwaukee, WI 53202
Mailing Address
Phone number
(414) 221-0081
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,872 |
| AUM (Assets Under Management) | $ 926,809,806 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
OARSMAN CAPITAL, INC
CRD#: 109993Milwaukee, WI 53202TRUST BUT VERIFY
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