Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce David Koellner is a financial advisor with Planmember Securities Corp. Bruce has been in the securities industry since August 2, 1992. Bruce has worked with a number of firms in the past including THE INVESTMENT CENTER, INC., NEXT ADVISORS INC., VISTAFINANCIAL SERVICES CORPORATION, and SECURITIES SERVICE NETWORK, INC. Bruce is licensed in 20 states. Bruce specializes in retirement planning, investment management, and financial planning. Bruce also provides financial and investment services as the owner of First Responders Financial Advisors. Bruce is also a Co-Trustee for Copley Township.
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.
Provides investment supervisory 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.
1
2
OH
11/25/2014 - Present
Planmember Securities Corp. (Copley OH)
OH
11/15/2000 - 11/25/2014
THE INVESTMENT CENTER, INC. (COPLEY OH)
OH
01/16/1996 - 11/10/2000
NEXT ADVISORS INC. (GARFIELD HEIGHTS OH)
OH
05/04/1995 - 12/17/1995
VISTA FINANCIAL SERVICES CORPORATION (HUDSON OH)
TN
07/01/1992 - 05/08/1995
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
BOTH
Issued 07/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Koellner is the right advisor for you? Invested Better is here to help.
