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Bruce A. Weininger

KOVITZ INVESTMENT GROUP PARTNERS
CHICAGO, IL 60606
Some features on this profile are disabled
CRD#: 1925209
BW

Professional summary

Bruce A Weininger, CFP®, who also goes by Bruce A Weininger, Bruce Arthur Weininger, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Chicago, Illinois.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Bruce has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Estate Planning
Tax Planning
Education Planning
Comprehensive Financial Planni...
Business Succession Planning
Retirement Planning
Investment Planning
Are you a "fiduciary"?
Yes

Aliases

Bruce A Weininger | Bruce Arthur Weininger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce A Weininger's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1991

Experience

Current

January 4, 2016 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: 10 S Wacker Drive Suite 2600, Chicago, IL 60606
RIA
CRD#: 282241
CHICAGO, IL
Past

December 24, 2020 - March 15, 2021

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Chicago, IL
Past

January 4, 2016 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA
CRD#: 282241
CHICAGO, IL
Past

September 20, 2004 - November 13, 2020

KOVITZ SECURITIES, LLC

BD
CRD#: 129878
CHICAGO, IL
Past

August 23, 2004 - December 31, 2015

KOVITZ INVESTMENT GROUP, LLC

RIA
CRD#: 127880
CHICAGO, IL
Past

August 3, 2001 - June 30, 2004

DELOITTE & TOUCHE INVESTMENT ADVISORS LLC

RIA
CRD#: 104593
CHICAGO, IL
Past

December 9, 1994 - March 2, 2000

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
COHOES, NY
Past

March 21, 1989 - December 9, 1994

MERCER ALLIED CORPORATION

BD
CRD#: 7829
ALBANY, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

CRD#: 282241 / SEC#: 801-107054

RIA
Registered Investment Advisory firm - (12/24/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(1/4/2016)
IAR
Texas
(1/6/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/28/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/29/2004
General Securities Principal Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

CRD#: 282241 / SEC#: 801-107054

RIA
Registered Investment Advisory firm - (12/24/2015 Approved)
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Contact information

Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372

SEC notice filing (48 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)
KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)
KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts38,915
AUM (Assets Under Management)$ 31,731,798,984

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/23/2025
Cover Page
Report
08/15/2024
Cover Page
Report
07/19/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KOVITZ INVESTMENT GROUP PARTNERS, LLC

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241Chicago, IL 60606

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