Richard R. Bruce
Professional summary
Richard Raymond Bruce is a registered financial advisor currently at ITASCA WEALTH MANAGEMENT, LLC located in Wayzata, Minnesota.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Richard has 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) - RIA
Click below to view Richard Raymond Bruce's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 16, 2015 - Present
ITASCA WEALTH MANAGEMENT, LLC
Office #2: 9900 Rookery Circle, Estero, FL 33928January 29, 1985 - March 6, 1987
BREMER INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/2/2016)
(4/16/2015)
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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