Joshua R Bruckert

Employer firm

Oarsman Capital, Inc CRD 109993

$1.17B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2016 → 10/2022
  Compeer Financial
  Prairie Du Sac, WI
• 12/2022 → Present
  Success Mortgage Partners
  Prairie Du Sac, WI
• 01/2021 → Present
  Bruckert Homestead
  Prairie Du Sac, WI
• 01/2010 → 12/2016
  Kindschis Inc
  Prairie Du Sac, WI

Other Businesses

Bruckert Homestead. Not investment related. Address is home address of S8467 Old Bluff Trail, Prairie du Sac, WI 53578 Farming Owner Sole Proprietor Start Date of 1/1/2021 30 hours per month 0 Duties of crop production and cattle production

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-08

Other Names

• Josh Bruckert