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Stefan Bruckel

CPS Financial & Insurance Services, Inc.

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About Stefan Bruckel

Stefan Bruckel is a financial advisor in Irvine, California. Stefan has been in the securities industry for 28 years. Stefan is currently registered with CPS Financial & Insurance Services, Inc. and holds a Series 6 and Series 63 licenses as well as the SIE exam. Prior to joining CPS Financial & Insurance Services, Inc., Stefan was registered with Underwriters Equity Corporation, Ascensus Securities Corp., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, American General Securities Incorporated, NML Equity Services, Inc., and Robert W. Baird & Co. Incorporated.

Firm Information

Stefan Bruckel is currently registered with CPS Financial & Insurance Services, Inc.. CPS Financial & Insurance Services, Inc. is a Corporation that was formed on April 1, 1996. The firm is registered with the Securities and Exchange Commission and in 36 states.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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.

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Stefan Bruckel’s Registration & Firm History

CA

03/17/2003 - Present

CPS Financial & Insurance Services, Inc. (IRVINE CA)

PA

02/02/2001 - 02/13/2003

UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)

WI

06/08/1999 - 01/06/2001

ASCENSUS SECURITIES CORP. (MADISON WI)

MA

10/06/1995 - 02/16/1998

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

10/06/1995 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

AZ

04/28/1994 - 12/31/1994

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

MA

06/04/1991 - 06/04/1992

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

06/04/1991 - 06/04/1992

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

WI

03/29/1990 - 08/31/1990

NML EQUITY SERVICES, INC. (MILWAUKEE WI)

WI

03/29/1990 - 08/31/1990

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 07/16/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stefan Bruckel.
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