linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bruce Douglas Eckfeldt

Mutual Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bruce? Claim Your Profile

About Bruce Douglas Eckfeldt

Bruce Douglas Eckfeldt is a financial advisor with Mutual Advisors, LLC. Bruce has been in the financial services industry since 2010. Prior to joining Mutual Advisors, LLC, Bruce was a financial advisor at LPL Financial LLC and KMS Financial Services, Inc. Bruce is a Certified Financial Planner. Bruce works with individual clients, pension plans, and corporations. Bruce provides financial planning, portfolio management, and other advisory services.

Firm Information

Bruce Eckfeldt is currently registered with Mutual Advisors, LLC. Mutual Advisors, LLC is an investment advisory firm based in Omaha, NE. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. With over 160 registered representatives and advisors, the firm manages over $6.9 billion in assets.
Mutual Advisors, LLC

9140 W DODGE ROAD

OMAHA, NE 68114

$6.95B

Assets Under Management

30

Total Clients

142

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

hourly consulting

Hourly consulting

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bruce Eckfeldt’s Registration & Firm History

WA

08/22/2022 - Present

Mutual Advisors, LLC (Mercer Island WA)

WA

09/23/2020 - 09/02/2022

LPL FINANCIAL LLC (MERCER ISLAND WA)

WA

10/04/2010 - 09/23/2020

KMS FINANCIAL SERVICES, INC. (Mercer Island WA)

Not sure if Bruce Douglas Eckfeldt is right for you?

Licenses & Designations

BOTH

Issued 10/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Douglas Eckfeldt.
Not sure if Bruce Douglas Eckfeldt is right for you?