TrueAdvisor
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AB
CFP
AB
CFP

Alexander Brueske

LPL Financial LLC
14 Years of Experience
Bellevue, WA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alexander Brueske is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bellevue, WA, with 14 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11245 SE 6th St Building B - Suite 120, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Alexander is an investment advisor representative (IAR) through B3 Wealth Strategies since 2016, dedicating full-time hours to this activity. He is also an agent for BackNine Insurance, spending a few hours per week on non-variable insurance.

Employment History
Current Registrations
LPL Financial LLC
December 2025 - Present · 10 mos
LPL Financial LLC
November 2025 - Present · 11 mos
LPL Financial LLCBroker
November 2025 - Present · 11 mos
B3 Wealth Strategies
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Financial Advocates Investment Management
November 2016 - October 2019 · 2 yrs 11 mos
LPL Financial LLCBroker
November 2016 - May 2023 · 6 yrs 6 mos
Waddell & Reed
October 2012 - November 2016 · 4 yrs 1 mo
Waddell & ReedBroker
August 2012 - November 2016 · 4 yrs 3 mos
State Registrations4 states
AKCATXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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