John Bruggemann
Before joining ACM Wealth in March 2015, John held various roles in institutional equity trading, from the floor of the New York Stock Exchange to trading desks across Wall Street. In 2012, he joined AXA Advisors, where he spent more than two years building a financial planning practice.
John graduated from Manhattan College with a degree in Finance and Economics and earned his MBA at Fordham University Graduate School of Business Administration. He passed the Series 65 exam and holds the CERTIFIED FINANCIAL PLANNER™ certificate. He is also an adjunct professor of economics and finance at Ramapo College of New Jersey.
By leveraging his extensive experience in the financial services industry, John helps his clients make sound financial decisions that prioritize their future goals, all while upholding the highest level of integrity and trust.
The firms partners come from backgrounds in both investment management and financial planning and we have built experienced teams in each of these disciplines. As a fiduciary, all of our investment and wealth planning decisions are made in the best interest of our clients.
Our investment and wealth services are all-inclusive in an annual fee. Client can choose to have their accounts at independent custodians Fidelity Investments or Charles Schwab.
137 2538
NJ
11
I have been with my current firm, Advisors Capital Management, for eleven years. Prior to joining ACM and embarking on a career as a financial advisor, I was a senior equity trader on the both the floor of the New York Stock Exchange and institutional trading desks across Wall Street.
I am a graduate of Manhattan College and I earned my MBA for Fordham University. I am currently an adjunct professor of economics at Ramapo College of NJ.
Non-Profit Organizations, Individual Investors, Businesses
Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management
Variable Life, Long Term Care, Life, Annuity, Disability
Insurance, Annuities, Stocks, Bonds, Exchange Traded Funds (ETFs)
Your Office, Email, Phone, Our Office, Your Home, Video Conference
Fee-Based
$500K+
Hourly, Based on Assets
1.10
$400
I also charge a flat fee for planning services. The amount of this fee depends on the anticipated scope of the work requested.
$400
135
100
150 MILLION
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
