Mark Stephen Kruse

Employer firm

Brackenwood Capital Management, LLC CRD 135478

$127M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2005 → Present
  Brackenwood Capital Management, Llc
  Seattle, WA

Previous Registrations

• 2006-01-01 → 2006-01-25
  Smart Portfolios, Llc
  Seattle, WA

Other Businesses

Since 2009 I am an insurance producer in Washington State offering life and disability insurance; not investment-related; work from same location as advisory business; I spent approximately 5 hours per month on this business, sometimes during securities trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-12-06
• S65 Uniform Investment Adviser Law Examination
  2001-10-18

Designations

• Certified Financial Planner