Thomas Rueckl
Thomas Rueckl is a CFP-designated registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Green Bay, WI, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
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Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
480 Pilgrim Way, Green Bay, WI, 54304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Thomas owns an Etsy store, rental properties, a percentage of Northbrook Golf and Grill, Condos at the Brook LLC, and New Northbrook Investors LLC. He is also a board member for Ribbon of Hope Foundation, Inc., a breast cancer support charity, dedicating minimal time to each activity.