linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Donald John Breuker

Royal Fund Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Donald? Claim Your Profile

About Donald John Breuker

Donald John Breuker is an Investment Advisor Representative at Royal Fund Management, LLC. Donald is also a licensed independent insurance agent. Donald has been in the industry since 1995. Donald was previously registered with HBW Securities LLC and PFS Investments Inc. Donald holds a Series 63 and a Series 65 license.

Firm Information

Donald Breuker is currently registered with Royal Fund Management, LLC. Royal Fund Management, LLC is a registered investment advisor based in LADY LAKE, FL. They offer advisory services in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. They primarily serve individuals (both high-net-worth and other), corporations, and businesses. They do not have a wrap fee program. They have approximately 11,583 clients with $1,361,849,417 in regulatory assets under management.
Royal Fund Management, LLC

1515 BUENOS AIRES BLVD

LADY LAKE, FL 32159

$1.36B

Assets Under Management

6

Total Clients

78

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisor to other advisers

Sub-advisor to other advisers

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Donald Breuker’s Registration & Firm History

IA

06/23/2015 - Present

Royal Fund Management, LLC (SPIRIT LAKE IA)

IA

03/02/2006 - 12/31/2010

HBW SECURITIES LLC (SPIRIT LAKE IA)

GA

01/11/1995 - 06/30/2005

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if Donald John Breuker is right for you?

Licenses & Designations

IA

Issued 02/22/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/09/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald John Breuker.
Not sure if Donald John Breuker is right for you?