Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Western is a financial advisor with over 30 years of experience in the industry. Bruce is a registered representative of Creative Financial Designs, Inc. and holds the Series 7, 6, 63, 24 and SIE securities licenses. Bruce has a diverse professional background including positions in the insurance industry and serving as a music director, teacher and musician. Bruce's focus is on providing financial planning and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
IA
06/24/2013 - Present
Creative Financial Designs, Inc. (CEDAR RAPIDS IA)
IA
10/03/2011 - 06/24/2013
ALLIED BEACON PARTNERS, INC. (CEDAR RAPIDS IA)
IA
04/10/2006 - 09/30/2011
WORKMAN SECURITIES CORPORATION (CEDAR RAPIDS IA)
KS
02/26/1997 - 04/10/2006
ASSIST INVESTMENT MANAGEMENT COMPANY, INC. (LEAWOOD KS)
NE
05/22/1992 - 02/28/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
NA
01/31/1992 - 05/21/1992
CENTURY INVESTORS OF AMERICA, INC.
NA
01/03/1989 - 01/21/1992
CENTURY INVESTORS OF AMERICA, INC.
BOTH
Issued 10/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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