Best Investors Account Sign in
Inactive

Brian Kenneth Bruggeman

Walla Walla Wealth Advisors

Walla Walla, WA

Claim This Profile
Current Employers
Walla Walla Wealth Advisors

117 E. Rose St., Walla Walla, WA 99362 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-06-02
  • WA RA
    APPROVED
    Since 2025-06-02

Branch Locations

117 E. Rose St., Walla Walla, WA 99362 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baker Boyer Bank Walla Walla WA 08/2016 11/2024
Block Maughan & Associates, Pllc, Dba Walla Walla Tax Advisors Walla Walla WA 01/2025 Present
Walla Walla Wealth Advisors, Llc Walla Walla WA 01/2025 Present
  • 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
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
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-09
  • S66 Uniform Combined State Law Examination
    2013-08-09
Designations
Other Names
  • Brian Bruggeman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Walla Walla, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor