Brian Kenneth Bruggeman

Employer firm

Walla Walla Wealth Advisors CRD 335162

$16.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2016 → 11/2024
  Baker Boyer Bank
  Walla Walla, WA
• 01/2025 → Present
  Block Maughan & Associates, Pllc, Dba Walla Walla Tax Advisors
  Walla Walla, WA
• 01/2025 → Present
  Walla Walla Wealth Advisors, Llc
  Walla Walla, WA

Previous Registrations

• 2014-01-21 → 2016-07-21
  Cetera Investment Advisers Llc
  Walla Walla, WA
• 2013-08-12 → 2014-01-21
  Cetera Investment Services Llc
  Walla Walla, WA
• 2008-06-04 → 2009-10-20
  Wells Fargo Investments, Llc
  La Jolla, CA
  San Diego, CA
• 2007-02-06 → 2007-02-16
  Wells Fargo Clearing Services, Llc
  San Diego, CA

Other Businesses

Name of the other business - Block Maughan & Associates, PLLC, DBA Walla Walla Tax Advisors Investment-related - no Address of the other business - 117 E Rose St, Walla Walla, WA 99362 Nature of the other business - accounting firm Position, title, relationship - Partner Duties - tax preparation and tax planning Start date relationship 01-01-2025 Number of hours/month - 48 Number of hours during securities trading hours - 12 per week

Exams

• S66 Uniform Combined State Law Examination
  2013-08-09

Designations

• Certified Financial Planner

Other Names

• Brian Bruggeman