Laura Gerber Bruce
CFP®, ChFC®Professional Summary
Laura Gerber Bruce, CFP®, ChFC®, who also goes by Laura A Gerber, Laura Ann Gerber, is a registered financial advisor currently at ALASKA WEALTH ADVISORS located in Anchorage, Alaska. Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Laura has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Laura joined APCM in 2007 as the Director of Client Relations for the Institutional team and transitioned to her role as Owner/Director of Alaska Wealth Advisors when it was formed in 2014. She has over 25 years of broadly diversified investment management and financial industry experience. Laura began her career with Bank of America where she started as a loan officer and progressed to branch manager and then Vice President of the Private Bank. She...
Other Aliases
Laura A Gerber, Laura Ann Gerber
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
Website
xxxxxxxxxx.xxx
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Disclosures on record.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
Education
University of Wisconsin-Whitewater
BBA
BBA
University for International Studies, Madrid Spain
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Current Firm
ALASKA WEALTH ADVISORS | AWMI | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
Contact Information
Main Address
3800 Centerpoint Drive Suite 910, Anchorage, AK 99503Phone Number
(907) 272-7575# of Employees
23SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
2,274AUM (Assets Under Management)
$1,156,213,886Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ALASKA WEALTH ADVISORS | AWMI | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
State Registrations and Notice Filings
(2/12/2015)
(2/12/2015)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1996About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Laura Gerber Bruce's CRS (Customer Relationship Summary).
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