Teutopolis, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Brucke Financial, Inc.
Team
Firm-wide stats for Brucke Financial, Inc.
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.
Based on Brucke Financial, Inc.
Expertise
Based on Brucke Financial, Inc.
Location
111 E Main St
Teutopolis IL 62467
Advisors at this office
3
Advisors at this office
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.
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.
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.
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