Unclaimed
Bruce Ebel is a financial advisor with Great Lakes Advisors, LLC located in Chicago, Illinois. Bruce has been in the industry since 2013 and specializes in providing financial advice to individuals, families, and businesses. Bruce holds the Series 65 license and is a Certified Financial Planner and Chartered Financial Analyst. Bruce's practice focuses on helping clients achieve their financial goals through comprehensive financial planning, investment management, and retirement planning.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Fulcrum fee; asset-based fee contingent on performance
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IL
11/04/2016 - Present
Great Lakes Advisors, LLC (CHICAGO IL)
IA
Issued 07/07/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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