Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce A Troutman is an Investment Advisor Representative with Avantax Advisory Services, based in Arvada, Colorado. Bruce has been in the securities industry since 2004 and holds Series 6, 7, 63, and 65 licenses. Bruce has a diverse client base, including individuals, high-net-worth individuals, corporations, and pension plans. Bruce specializes in providing financial planning, portfolio management, and pension consulting services. Bruce is also the owner of MMI Financial Services, LLC, an independent public accounting firm. Bruce’s primary goal is to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CO
08/31/2016 - Present
Avantax Advisory Services (Arvada CO)
BC
Issued 09/30/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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