Bruce D. Grenke
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.
Bruce Douglas Grenke was a registered financial professional .
Bruce is a previously registered financial professional and started their career in finance in 1984. Bruce had worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 12, 2016 - November 26, 2024
BURTON ENRIGHT WELCH
January 5, 1988 - December 31, 2016
ASSET ALLOCATION ADVISORS INC
December 3, 1985 - May 31, 2017
RETIREMENT PLANNING, INC.
December 18, 1984 - September 30, 1985
SCONCE, CRAFT AND ASSOCIATES
Primary Firm SEC Registration
BURTON ENRIGHT WELCH
CRD#: 118376 / SEC#: 801-68890
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BURTON ENRIGHT WELCH
CRD#: 118376 / SEC#: 801-68890
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 644 |
| AUM (Assets Under Management) | $ 1,245,864,655 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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