Brett Alan Rufkahr

Employer firm

Alpine Private Wealth CRD 286072

$1.45B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 01/2017
  Alpine Investment Management, Llc
  St Louis, MO
• 12/2014 → 12/2023
  Imst Distributors, Llc
  St. Louis, MO
• 01/2017 → Present
  Alpine Private Capital, Llc
  St. Louis, MO

Previous Registrations

• 2014-07-17 → 2017-02-15
  Acr Alpine Capital Research, Llc
  St. Louis, MO
• 2011-01-14 → 2013-06-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO
  Clayton, MO

Other Businesses

1) ALPINE PRIVATE CAPITAL, LLC; ST LOUIS, MO; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; PRESIDENT; OVERSEEING BUSINESS OPERATIONS AND HIGH NET WORTH ADVISORY GROUP; STARTED JUNE 4, 2013; 240 HOURS PER MONTH DEVOTED TO THIS BUSINESS ALL DURING TRADING HOURS. 2)POTTERY HOLLOW, INC.; ST. LOUIS, MO; NON-INVESTMENT RELATED; BEGAN 2006; CHAIN OF POTTERY PAINTING AND CRAFTS STORES; OWNER WITH MY WIFE WHO RUNS THE BUSINESS; HIGH LEVEL STRATEGIC ADVICE; 10 PER MONTH. NONE DURING SECURITIES TRADING HOURS. 3) Saint Louis University John Cook School of Business Executive Advisory Board; Non Investment Related; St. Louis, MO; Non profit; Chairman of the Board; Start Date 1/2005; 1 hour per month, 0 during trading hours; leads the board

Exams

• S66 Uniform Combined State Law Examination
  2011-01-12
• S63 Uniform Securities Agent State Law Examination
  1989-02-10

Designations

• Chartered Financial Analyst

Other Names

• Brett Rufkahr