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Nicholas Paul Rumke

Wealth Planning Group

Baltimore, MD

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Current Employers
Wealth Planning Group

3600 O'DOnnell Street Suite 860, Baltimore, MD 21224 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-03
MD RA APPROVED 2021-12-20
  • TX RA
    APPROVED_RES
    Since 2024-12-03
  • MD RA
    APPROVED
    Since 2021-12-20

Branch Locations

3600 O'DOnnell Street Suite 860, Baltimore, MD 21224 • 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
Student Bourbonnais IL 08/2015 05/2017
State Farm Bel Air MD 05/2017 08/2017
Student Bourbonnais IL 08/2017 11/2017
Creekmur Wealth Bourbonnais IL 11/2017 05/2018
Founders Financial Towson MD 05/2018 07/2018
Student Bourbonnais IL 07/2018 02/2019
Kessler Investments Athol MA 02/2019 07/2019
Wpg Financial Group Baltimore MD 07/2019 Present
  • 08/2015 → 05/2017
    Student
    Bourbonnais, IL
  • 05/2017 → 08/2017
    State Farm
    Bel Air, MD
  • 08/2017 → 11/2017
    Student
    Bourbonnais, IL
  • 11/2017 → 05/2018
    Creekmur Wealth
    Bourbonnais, IL
  • 05/2018 → 07/2018
    Founders Financial
    Towson, MD
  • 07/2018 → 02/2019
    Student
    Bourbonnais, IL
  • 02/2019 → 07/2019
    Kessler Investments
    Athol, MA
  • 07/2019 → Present
    Wpg Financial Group
    Baltimore, MD
Other Businesses

Independent insurance agent; March 2021; non investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-20
  • S65 Uniform Investment Adviser Law Examination
    2021-12-20
Other Names
  • Nicholas Rumke

View on SEC IAPD

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Other Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD
1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD
TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD
TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

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