Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Zirpel is a financial advisor with LPL Financial LLC and has over 27 years of experience in the financial services industry. Bruce holds Series 6, 7, 24, 31, and 66 securities licenses and is registered to offer investment advisory services in Arizona, California, Iowa, Nebraska, North Dakota, South Dakota, Texas, and Virginia. Bruce specializes in retirement planning, insurance sales, and investment planning. Bruce holds the Certified Financial Planner designation.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NE
01/16/2020 - Present
LPL Financial LLC (OMAHA NE)
NE
08/02/2004 - 01/15/2020
SECURITIES AMERICA, INC. (OMAHA NE)
MN
04/30/1993 - 08/03/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 04/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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