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Bruce Harold Van kooten

Lawson Kroeker Investment Management Inc.

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About Bruce Harold Van kooten

Bruce Harold Van kooten is a financial advisor who has been in the industry for over 30 years. Bruce has a strong background in the investment industry with experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, and charitable organizations. He is registered with Lawson Kroeker Investment Management Inc. and has previously worked with Kirkpatrick, Pettis, Smith, Polian Inc., Wells Fargo Securities Inc., and Wells Fargo Investments, LLC. Bruce holds Series 63, 65 and 7 licenses and is a CFA charterholder. In addition to his work as a financial advisor, Bruce is also the owner/partner of Cellar 44, a wine bar.

Firm Information

Bruce Van kooten is currently registered with Lawson Kroeker Investment Management Inc.. Lawson Kroeker Investment Management Inc. is an investment advisor based in Omaha, NE. They manage approximately $623,803,742 in regulatory assets for 396 clients, including investment companies, charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Their advisory services include portfolio management for businesses, individuals, and investment companies.
Lawson Kroeker Investment Management Inc.

1926 S. 67TH STREET

OMAHA, NE 68106

$623.80M

Assets Under Management

Not reported

Total Clients

5

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.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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percentage of assets

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

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Bruce Van kooten’s Registration & Firm History

NE

11/01/2007 - Present

Lawson Kroeker Investment Management Inc. (OMAHA NE)

CA

05/02/2001 - 05/04/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

11/24/2000 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

NE

10/25/1989 - 04/14/2000

KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 06/07/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Harold Van kooten.
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