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Brandon John Bruckman

Advisor at Insight Investment Advisers LLC — Leawood, KS

Updated today

Credentials

Series 65

Experience

8 years

Location

Leawood, KS 66211

Insight Investment Advisers LLC logo

Insight Investment Advisers LLC

Supported

Total advisors

3

Clients per advisor

48 Typical

Avg AUM per client

$493,239 Low

HNW client ratio

23% Typical

About

Brandon Bruckman is a financial advisor with Insight Investment Advisers LLC in Leawood, KS, holding a Series 65 designation and eight years of industry experience. He has worked at Insight Investment Advisers since 2018 and has also been affiliated with West Chapman & Co since 2011. Outside of advising, he is the sole owner of Blackbird Real Estate, LLC, a legal entity established for personal tax and accounting purposes. Insight Investment Advisers provides discretionary portfolio management, financial planning, and specialized 1031 exchange and DST consulting to a range of clients including individuals, families, businesses, and pension plans. The firm utilizes an evidence-based, momentum and trend-focused investment strategy, delegating daily trading to a sub-advisor while retaining responsibility for strategy and allocation decisions.

Client services

Based on Insight Investment Advisers LLC

Financial planning Portfolio management

Expertise

Based on Insight Investment Advisers LLC

Private / alternative investments Tax strategies for small businesses Wealth management General estate planning guidance

Occupation focus

Based on Insight Investment Advisers LLC

Founder/Business Owner

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Fee options

Fixed

Fixed fees generally ranging from $250 to $1,500 for financial planning; flat one-time initial consulting fee up to $1,500 for 1031 Exchange/DST services; additional fee up to 5% of equity of completed 1031 Exchange plan.

Percentage

$0 - $99,999: 1.25% $100,000 - $499,999: 1.15% $500,000 - $999,999: 1.05% $1,000,000+: 0.95% $0 - $99,999: 0.75% $100,000 - $499,999: 0.65% $500,000+: 0.55%

Project-based

$250 per hour for professional staff; $100 per hour for administrative staff

Other

Account minimum: $100,000 Fee-only: Hourly rate of $250 per hour for professional staff; $100 per hour for administrative staff; fixed fees generally ranging from $250 to $1,500; flat one-time initial consulting fee up to $1,500 for 1031 Exchange/DST consulting; additional flat fee up to 5% of equity of completed 1031 Exchange plan.

Location

Leawood, KS

5251 W 116th Place, Suite 200

Leawood KS 66211

Advisors at this office

3

Most active in

California · Kansas · Wisconsin

Work history

8 years of industry experience

Insight Investment Advisers LLC

2018 - Present • 8 years

Overland Park, KS

West Chapman & Co

2011 - Present • 15 years

Milwaukee, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Scott S

CFP®, JD

Leawood, KS

Oread Wealth Partners

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

Business ownership considerations General tax planning Cash flow / budgeting Business sale tax planning General retirement planning Founder/Business Owner Doctor or Medical Professional Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Andrew H

CFP®, Series 66

Overland Park, KS

OSAIC

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for 15 years and spent a year with LPL Financial. He also operates Hadel Financial, providing services related to life insurance and business continuation strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party resources to manage portfolios across a range of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Lucas F

Series 66, ChFC®, Series 7, CRPC®, CFP®

Overland Park, KS

Proper Planning

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page. When I’m not working, you’ll usually find me spending time with my family, supporting my kids’ activities, traveling, enjoying winter sports, or continuing to deepen my knowledge of finance, technology, and business. I consider it a privilege to do this work. My goal as a founder and advisor is simple: build long-term relationships and provide clear, thoughtful guidance that helps clients move forward with confidence.

Retirement income strategy Roth conversion strategy General retirement planning Equity compensation tax strategy Tax strategies for small businesses Founder/Business Owner
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Amy W

CFP®, Series 66

Overland Park, KS

Prairie Ridge Asset Management, LLC

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Business succession planning
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Michael H

Series 63, Series 66

Overland Park, KS

Penn Wealth Management

Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.

College savings (529s, UTMA, etc.) General tax planning Active portfolio management Union Employee
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John C

CFP®, CFA®

Leawood, KS

Wolf Bay Wealth Partners

John Clark is a CFP® and CFA® with two years of experience as a financial advisor at Wolf Bay Wealth Partners. He is also an Associate Professor of Finance at the University of Missouri - Kansas City, where he has taught since 2009 and serves as a faculty supervisor for the university’s Student Fund. Wolf Bay Wealth Partners is an independent firm offering investment management, financial planning, and educational seminars to a diverse client base including institutions, nonprofits, corporations, and individuals. The firm uses both passive and active strategies, applying analytical methods such as fundamental and technical analysis, factor modeling, and modern portfolio theory to design client-specific investment policies.

Business ownership considerations Tax strategies for small businesses Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner
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