Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Kusmin is an Investment Advisor Representative who has been in the industry for 31 years. Bruce is currently affiliated with Mariner Wealth Advisors, which has a main office in Overland Park, Kansas. Bruce has been with the firm since May 2006. Prior to that, he was with Montage Securities, LLC and Purshe Kaplan Sterling Investments. Bruce holds a Series 7, Series 63, and SIE licenses. Bruce has extensive experience in the financial services industry and is committed to providing his clients with personalized advice and service. Bruce is also involved in the community and serves on the board of directors for several non-profit organizations.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
KS
05/11/2006 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
12/05/2011 - 12/20/2017
MONTAGE SECURITIES, LLC (Leawood KS)
KS
05/11/2006 - 11/09/2011
PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)
KS
07/05/2011 - 07/08/2011
MONTAGE SECURITIES, LLC (LEAWOOD KS)
KS
08/29/1990 - 06/01/2006
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
NY
06/09/1986 - 08/31/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 05/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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