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Brucke Financial, Inc.

Updated today

Client AUM

$253,233,466

Clients

738

Advisors

5

across 2 offices

About

Brücke Financial, Inc. provides discretionary portfolio management, financial planning and pension consulting to individuals, high‑net‑worth clients, and businesses, reporting roughly $262 million in discretionary assets under management for about 738 clients across a five‑advisor team. The firm also offers periodic educational seminars and workshops to clients and prospects, which it states are provided free of charge.

BFI implements written Investment Policy Statements for each client and relies on fundamental analysis and modern portfolio theory while employing long‑term strategies and options trading, including covered, uncovered and spread positions. It routinely allocates portions of client assets to subadvisors — including Vise AI Advisors, Endure Capital LLC and Argus Efficient Capital — and discloses the use of derivatives in separately managed accounts.

Notable distinctions relative to peers include a relatively large client load per advisor, a practice that coincides with use of subadvisors and technology in portfolio management. The firm’s representatives are also licensed insurance agents (Simplicity Group and MassMutual Life Insurance), a business activity the brochure discloses as a potential conflict of interest, and BFI explicitly addresses artificial‑intelligence and machine‑learning risks tied to some of its investment relationships.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fees range from $500 to $15,000 based on complexity and estimated time

Percentage

All Assets+: 1.25% annually

Project-based

Between $150 and $300 per hour

Main office

See office

Indianapolis IN

Advisors at this office

2

Most active in

Illinois · Indiana · Missouri · New York · Texas

Also doing business as

Brucke Financial, Inc. · Orbis Financial

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Jacob B

Series 65

Indianapolis, IN

Brucke Financial, Inc.

Jacob Beckman is a financial advisor at Brücke Financial, Inc. in Indianapolis, IN. He holds a Series 65 designation and has been with Brücke Financial since 2025. Prior to this role, he worked at Ameren Illinois and held positions in academia and engineering. Brücke Financial serves individual and high-net-worth clients as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis, modern portfolio theory, and derivative strategies, and it frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning Founder/Business Owner
user avatar

Andrew H

Series 63, Series 65

Indianapolis, IN

Brucke Financial, Inc.

Andrew Hawickhorst is a financial advisor with Brucke Financial, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC for ten years. Outside of his advisory role, he serves as a managing partner at Brucke Capital, LLC and is a licensed insurance agent. Brücke Financial primarily serves individual and high-net-worth clients, as well as corporations and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory, incorporates options and derivative strategies, and allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning Founder/Business Owner
user avatar

Jennifer K

Series 65

Teutopolis, IL

Brucke Financial, Inc.

Jennifer Kinkelaar is a financial advisor at Brücke Financial, Inc. with six years of industry experience and holds the Series 65 designation. She has worked at Brücke Financial since 2019 and is also involved with Kinkelaar Financial Services LLC and Simplicity Group. Outside of her advisory role, she is a partner in Birdin' Falls, LLC, a property ownership partnership. Brücke Financial primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis, modern portfolio theory, and derivative strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning Founder/Business Owner
user avatar

Richard H

ChFC®, Series 63, Series 65

Teutopolis, IL

Brucke Financial, Inc.

Richard Hawickhorst is a ChFC® with 44 years of industry experience. He has worked at Brucke Financial, Inc. since 2018 and previously spent 39 years with PRUCO Securities, LLC and The Prudential Insurance Company of America. Brücke Financial, Inc. provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory, uses subadvisors, and integrates options trading within long-term investment strategies.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning Founder/Business Owner
user avatar

Luke D

CFP®, Series 66

Teutopolis, IL

Brucke Financial, Inc.

Luke Doedtman is a CFP® with 14 years of experience in the financial services industry. He has worked at Brucke Financial, Inc. since 2018 and previously held positions at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory work, Doedtman serves as a trustee for Douglas Township, is a board member of Catholic Charities, and participates in fundraising efforts for St. Michael School. Brücke Financial primarily serves individual and high-net-worth clients, as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory, incorporates options and derivatives strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning Founder/Business Owner
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