Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bruemmer is a financial advisor at Rockefeller Financial LLC and has been in the industry since 2021. Donald is registered as an investment advisor representative (IAR) in Ohio and Texas. Donald has Series 7, SIE and Series 66 securities licenses. Donald has experience at Morgan Stanley and Dimensional Fund Advisors. Prior to this, Donald worked at The Gilligan Company and the University of Cincinnati.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
03/19/2024 - Present
Rockefeller Financial LLC (Chicago IL)
OH
04/19/2021 - 12/19/2023
MORGAN STANLEY (Cincinnati OH)
BOTH
Issued 05/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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