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Brandon John Bruckman

Insight Investment Advisers LLC

Leawood, KS

Brookfield, WI

CRD 6922759

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Employer firm

Insight Investment Advisers LLC CRD 286497

$71.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Insight Investment Advisers Llc

5251 W 116Th Place, Suite 200, Leawood, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-16
WI RA APPROVED 2018-07-18
KS RA APPROVED 2018-04-20
  • CA RA
    APPROVED
    Since 2024-07-16
  • WI RA
    APPROVED
    Since 2018-07-18
  • KS RA
    APPROVED
    Since 2018-04-20

Branch Locations

5251 W 116Th Place, Suite 200, Leawood, KS 66211 • United States

200 South Executive Drive Suite 101, Brookfield, WI 53005 • 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
Insight Investment Advisers Llc Overland Park KS 01/2018 Present
West Chapman & Co Milwaukee WI 01/2011 Present
Other Businesses

Sole owner of Blackbird Real Estate, LLC, a WI legal entity set up in 2021 for personal tax/accounting purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-20
  • S65 Uniform Investment Adviser Law Examination
    2018-04-20

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
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Nearby Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON

Nearby Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS

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