Jacob Shane Beckman
Investment adviser representative at Brucke Financial, Inc.
13 yearsExperience
1 stateRegistered in
$262.4MFirm assets
4 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Brucke Financial, Inc.Mar 2025 to now
- Ameren IllinoisJun 2021 to Mar 2025
- Ameren IllinoisMay 2020 to Aug 2020
- Southern Illinois University of EdwardsvilleJun 2019 to May 2021
- Lakeland CollegeJun 2017 to May 2019
- Milano and Grunloh EngineersMay 2017 to May 2019
- Teutopolis High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Brucke Financial, Inc.
$262.4MAssets managed
754Clients
5Advisers
4 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
- 8069107
- Firm CRD
- 291307