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Donald E Bruemmer

Rockefeller Financial LLC

Cincinnati, OH

Chicago, IL

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Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-19
OH RA APPROVED 2024-01-17
  • TX RA
    APPROVED
    Since 2024-03-19
  • OH RA
    APPROVED
    Since 2024-01-17

Branch Locations

3825 Edwards Road - Suite 630, Cincinnati, OH 45209 • United States

222 West Adams Suite 2450, Chicago, IL 60606 • 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
Morgan Stanley Cincinnati OH 03/2021 12/2023
Gilligan Company Cincinnati OH 10/2020 03/2021
Dimensional Fund Advisors Austin TX 08/2018 09/2020
University Of Cincinnati Cincinnati OH 08/2013 05/2018
Rockefeller Financial Llc Cincinnati OH 01/2024 Present
  • 03/2021 → 12/2023
    Morgan Stanley
    Cincinnati, OH
  • 10/2020 → 03/2021
    Gilligan Company
    Cincinnati, OH
  • 08/2018 → 09/2020
    Dimensional Fund Advisors
    Austin, TX
  • 08/2013 → 05/2018
    University Of Cincinnati
    Cincinnati, OH
  • 01/2024 → Present
    Rockefeller Financial Llc
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-05
  • S66 Uniform Combined State Law Examination
    2021-05-05
Other Names
  • Donald E Bruemmer
  • Donald Bruemmer

View on SEC IAPD

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Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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