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John Michael Brick

Investment adviser representative at Kruse Asset Management, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$146.2MFirm assets

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How the firm charges

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

Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Market timing
  • Seminars and workshops

Experience

10 years in the industry.

  1. Kruse Asset Management, LLCFeb 2021 to now
  2. Altman Advisors, Inc.Jun 2018 to Feb 2021
  3. MorningstarJan 2017 to Jun 2018
  4. UnemployedSep 2016 to Dec 2016

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015

State registrations

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

Kruse Asset Management, LLC

$146.2MAssets managed
189Clients
3Advisers
1 yearIn 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
5103747
Firm CRD
143204
Advisor's SEC record (opens in a new tab)
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