Charlie Bruckman

Client Relationship Associate & Investment Analyst

Charlie joined Stephens Wealth Management as a full-time Client Relationship Associate and Investment Analyst in 2023. Prior, he served as an intern for a year actively contributing to investment and 401(k) projects. Charlie enjoys collaborating with clients and helping them to achieve their financial goals. He also actively participates on the Investment Committee.

Service & Leadership

Charlie currently enjoys being involved in events around the community and volunteering at the local Knights of Columbus where he contributes to events like the annual fundraiser in support of mentally impaired youth.


Charlie's Money Story

“From an early age, my parents emphasized the value of financial awareness and the power of saving. They taught important lessons on the benefits that responsible money management brings. One milestone stands out vividly in my memory—the day I turned 16. Throughout my childhood, I participated in the local 4-H club, raising and showing pigs at the annual fair. Caring for animals demanded a lot of effort, but it also provided a valuable opportunity to earn money by selling the pigs at the fair. Although it was tempting to spend those hard-earned funds, my parents ingrained in us the habit of saving diligently. As a result, when I reached 16, I proudly purchased my first car. This experience helped stress the impact of wise financial decisions. Now, as I leave college and start a life of my own, I hope to share these fundamental beliefs and help others attain financial success.”

Charlie Bruckman


Bachelor of Economics, University of Michigan, Ann Arbor

Outside of the Office

In the summer, Charlie enjoys spending time up north at their cabin with family and friends. He also enjoys being active outdoors, with activities such as golf, fishing, and spending time on the lake. At home in Owosso, Charlie is an enthusiastic follower of Michigan football and a fan of movies.