Skip to content

Donald John Breuker

Investment adviser representative at Royal Fund Management, LLC
37 yearsExperience
1 stateRegistered in
$1.6BFirm assets
13 yearsFirm in business

Are you Donald John Breuker? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

37 years in the industry.

  1. Royal Fund Management, LLCJun 2015 to now
  2. Insurance Agent dba Breuker Financial StrategiesJun 2005 to now
  3. Breuker Management Services, Inc.Jan 1989 to now
  4. Hbw Insurance & Financial Services, Inc.Jun 2005 to Aug 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 1 state (IA).

Royal Fund Management, LLC

$1.6BAssets managed
4,966Clients
83Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2525091
Firm CRD
144434
Advisor's SEC record (opens in a new tab)
CallContact this firm