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Ryan Brueck

Clearwealth

Davenport, IA

Burlington, IA

CRD 6945643

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Employer firm

Clearwealth CRD 299759

$44.3M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Clearwealth

Burlington, IA • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-13
IA RA APPROVED 2022-04-26
  • IL RA
    APPROVED
    Since 2024-08-13
  • IA RA
    APPROVED
    Since 2022-04-26

Branch Locations

Davenport, IA • United States

Burlington, IA • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2018 05/2019
Northwestern Mutual Investment Services Llc Davenport IA 05/2018 Present
Rock Valley Physical Therapy Bettendorf IA 08/2016 05/2018
Tpc Deere Run Silvis IL 04/2017 07/2017
James Houghton Davenport IA 05/2019 Present
James Houghton Davenport IA 05/2019 Present
David Kreiter Davenport IA 05/2019 Present
  • 05/2018 → 05/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2018 → Present
    Northwestern Mutual Investment Services Llc
    Davenport, IA
  • 08/2016 → 05/2018
    Rock Valley Physical Therapy
    Bettendorf, IA
  • 04/2017 → 07/2017
    Tpc Deere Run
    Silvis, IL
  • 05/2019 → Present
    James Houghton
    Davenport, IA
  • 05/2019 → Present
    James Houghton
    Davenport, IA
  • 05/2019 → Present
    David Kreiter
    Davenport, IA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-05-10
  • S63 Uniform Securities Agent State Law Examination
    2019-05-10
Designations
  • Certified Financial Planner
Other Names
  • Ryan Brueck

View on SEC IAPD

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