Richard R. Bruce
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Richard Raymond Bruce was a registered financial professional .
Richard is a previously registered financial professional and started their career in finance in 1985. Richard had worked at 2 firms and has passed the Series 65, Series 63, Series 52 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 16, 2015 - December 15, 2025
ITASCA WEALTH MANAGEMENT, LLC
January 29, 1985 - March 6, 1987
BREMER INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
ITASCA WEALTH MANAGEMENT, LLC
CRD#: 176512 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 25,270,899 |
Red Flags
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