Bruce A. Primeau
AVANTAX PLANNING PARTNERS
Prior Lake, MN
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CRD#: 4324497
Professional summary
Bruce Albert Primeau, CFP®, who also goes by Bruce Primeau, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Prior Lake, Minnesota.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bruce has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Many advisors claim to offer Wealth Management services but are merely offering investment / portfolio management. If you are not receiving personal attention and customized solutions for all of your financial needs, you are NOT receiving the Wealth Management Strategy you deserve (but may be paying for anyway).
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Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Education Planning
Insurance Planning
Estate Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Bruce Primeau
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.
1) Avantax Planning Partners, Inc.|Investment-Related|Prior Lake, MN|Investment Adviser|Financial Planning Consultant |11/2023|80 hrs/month all of which are during securities trading hours|Duties: providing investment advice and financial planning services to clients. 2) Summit Wealth Advocates|Investment-Related|Prior Lake, MN|Investment Adviser|Wealth Advisor|08/2010|80 hrs/month all of which are during securities trading hours|Duties: providing investment advice and financial planning services to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Albert Primeau's 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®
Start date: 2004
Experience
Current
November 27, 2023 - Present
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
Prior Lake, MN
Past
November 8, 2013 - March 28, 2024
SUMMIT WEALTH ADVOCATES, LLC
RIA
CRD#: 151330
PRIOR LAKE, MN
Past
May 24, 2001 - January 15, 2002
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
PORTLAND, OR
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".
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 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
Minnesota(11/27/2023)
IAR
Texas(11/28/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3390 Asbury Road, Dubuque, IA 52002-2801
Mailing Address
Phone number
(563) 582-2855
Established
Firm type
Fiscal year end
# of Employees
254
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,679 |
| AUM (Assets Under Management) | $ 6,933,162,284 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
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.
