John Brueggeman Email & Phone Number
Managing Director, Principal and Portfolio Manager @ Viceroy Wealth Counsel
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John Brueggeman Location
- Cincinnati, OH, US
John Brueggeman Work
- Managing Director, Principal and Portfolio Manager @ (March 2012 - Present)
- LPL Registered Principal and Wealth Advisor @ (April 2004 - Present)
- Investment Advisor - Retirement Planning Specialist @ (February 2000 - April 2004)
- Investment Advisor @ (September 1998 - February 2000)
- Mutual Fund Internal Wholesaler and Client Services @ Gradison-McDonald Investments (October 1995 - September 1998)
- Brokerage Services and Brokerage Trader @ (September 1993 - October 1994)
John Brueggeman Education
- Xavier University
Bachelor's Degree (E.F. Castleberry Prize for Outstanding Small Business Plan Development, Xavier University Top 10 Student Entrepreneur Award)
1989-1992 - Archbishop Moeller High School
College Preparatory
1985-1988
John Brueggeman Skills
- Investments
- Portfolio Management
- Wealth Management Services
- Retirement Planning
- Mutual Funds
- CRM
- Strategic Financial Planning
- Series 7
- Wealth Management
- Asset Allocation
- Financial Planning
- Investment Advisory
- Asset Management
- Management
- Retirement
- Wealth
- FINRA Rule 206(4)
- prohibits the use
- of Recommendations
- and Testimonials.
- FINRA
- Series 63
- Finra Rule 2064
- Leadership
- Nursing
- Project Management
- Small Business
- Planning
- Strategy
- Microsoft Excel
- Finance
- Testimonials
- Finra Rule 206
John Brueggeman Summary
- John Brueggeman, based in Cincinnati, OH, US, is currently a Managing Director, Principal and Portfolio Manager at Viceroy Wealth Counsel. John Brueggeman brings experience from previous roles at LPL Financial, Morgan Stanley Investment Management, UBS Wealth Management and Gradison-McDonald Investments. John Brueggeman holds a 1989 - 1992 Bachelor's Degree in E.F. Castleberry Prize for Outstanding Small Business Plan Development, Xavier University Top 10 Student Entrepreneur Award @ Xavier University. With a robust skill set that includes Investments, Portfolio Management, Wealth Management Services, Retirement Planning, Mutual Funds and more. John Brueggeman has 2 emails and 1 mobile phone numbers on RocketReach.
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