Donald Breuker (CRD# 2525091) is an Investment Advisor Representative working at Royal Fund Management, LLC in Spirit Lake, IA and has over 29 years of experience in the finance industry.
CRD# 2240788
Ameriprise Financial Services, LLC
CRD# 3050508
Thrivent Investment Management Inc.
CRD# 1249368
Insight Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Fund Management, LLC | The Villages, FL | Jun 2015 - Current | 8 |
| Breuker Financial Strategies | Spirit Lake, IA | Jun 2005 - Current | 18 |
| Hbw Insurance & Financial Services, Inc. | Simi Valley, CA | Jun 2005 - Current | 18 |
| Breuker Management Services, Inc. | Spirit Lake, IA | Jan 1989 - Current | 35 |
| Hbw Advisory Services LLC | Simi Valley, CA | May 2010 - Jul 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
- IA
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Total Assets Under Management1,362MILLIONS
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Total Number of Accounts11,583ACCOUNTS
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Average Account Value$117,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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