John Bruggemann

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About John Bruggemann

John Bruggemann is a Senior Wealth Advisor with ACM Wealth, where he empowers individuals and families to achieve financial security through personalized financial planning, strategic investment, and ongoing education. With 26 years as a Wall Street senior equity trader and over two decades teaching economics and finance, John offers clients unparalleled market insights, demystifying today's complex financial landscape.

Before joining ACM Wealth in March 2015, John held various roles in institutional equity trading, from the floor of the New York Stock Exchange to trading desks across Wall Street. In 2012, he joined AXA Advisors, where he spent more than two years building a financial planning practice.

John graduated from Manhattan College with a degree in Finance and Economics and earned his MBA at Fordham University Graduate School of Business Administration. He passed the Series 65 exam and holds the CERTIFIED FINANCIAL PLANNER^™ certificate. He is also an adjunct professor of economics and finance at Ramapo College of New Jersey.

By leveraging his extensive experience in the financial services industry, John helps his clients make sound financial decisions that prioritize their future goals, all while upholding the highest level of integrity and trust.

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General Information

CRD#

1866610

Firm CRD#

112266

Insurance License#

137 2538

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Life, Annuity, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

150 MILLION

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500K+

Compensation Methods

Based on Assets

Fee % Based on Assets

1.10

Hourly Rate

$400

Additional Details on Charges

I also charge a flat fee for planning services. The size of this fee depends on the anticipated scope of the work requested.

Minimum Fee Charged for Hourly Planning Accounts

$400

Disclosures

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Additional Detailed Disclosures
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Paladin Research Report For:

Advisors Capital Management, LLC