Bruce Konners

ENVISION ASSET MANAGEMENT

Plantation, FL

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CRD#: 5525631

Professional summary

Bruce Konners, who also goes by Bruce Philip Konners, is a registered financial advisor currently at ENVISION ASSET MANAGEMENT, INC. located in Plantation, Florida.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bruce has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce Philip Konners

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) PARTY SUPERMARKET, INC. / INVESTMENT RELATED - N / 1560 NW 96 AVE, PLANTATION, FL / 01/1986 / VP,CFO / 5 HRS / 0 HRS 2)TOM KOSKY / ASSET PLANNING GROUP / INVESTMENT RELATED - Y / 7300 N KENDALL DRIVE, KENDALL, FL / 04/2008 / ADMINSTRATIVE ASSISTANT / TRAINING / 10 HRS / 10 HRS 3)SOCCERFLA.COM / INVESTMENT RELATED - N / 1560 NW 96 AVE, PLANTATION, FL / 01/2005 / THIS IS A SMALL WEBSITE AROUND THAT IS ABOUT SOCCER IN THE STATE OF FLORIDA. / 10 HRS / 0 HRS 4)UNIV OF FL HILLEL, 2020 W UNIVERSITY AVE, GAINESVILLE, FL, DIRECTOR/VOLUNTEER, NOT INV-REL, START 04/08, 2 HRS/MO, 0 HRS DURING TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Konners'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®

None

Experience

Current

December 10, 2008 - Present

ENVISION ASSET MANAGEMENT, INC.

RIA

CRD#: 148451

Plantation, FL

Past

September 22, 2016 - June 15, 2017

AZZENDO WEALTH ADVISORS

RIA

CRD#: 145919

Hollywood, FL

Past

December 11, 2015 - June 28, 2024

AZZENDO WEALTH ADVISORS

RIA

CRD#: 139610

HOLLYWOOD, FL

Past

July 9, 2008 - October 20, 2008

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

MIAMI, FL

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

Florida
(12/10/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/27/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/8/2008

General Securities Representative Examination

Current Firm

ENVISION ASSET MANAGEMENT, INC.

ENVISION ASSET MANAGEMENT, INC. | ENVISION GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 148451 / SEC#:

Florida

Registered Investment Advisory firm - (12/10/2008 Approved)

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Contact information

Main Address

Plantation, FL

Mailing Address

1856 N. Nob Hill Road #219, Plantation, FL 33322

Phone number

(954) 288-1193

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 39,314,864

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.

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Bruce Konners

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ENVISION ASSET MANAGEMENT, INC.

AZZENDO WEALTH ADVISORS

AZZENDO WEALTH ADVISORS

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/27/2008

Series 7

Date: 7/8/2008

Current Firm

ENVISION ASSET MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENVISION ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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