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Bruce Konners

Envision Asset Management, Inc.

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About Bruce Konners

Bruce Konners is a financial advisor with Envision Asset Management, Inc., in Plantation, Florida. Bruce has been in the financial services industry since 2008. Bruce holds a Series 7 General Securities Representative Examination and a Series 66 Uniform Combined State Law Examination. Bruce also holds the designation of Chartered Financial Analyst. Bruce has experience in providing financial planning and portfolio management services.

Firm Information

Bruce Konners is currently registered with Envision Asset Management, Inc.. Envision Asset Management, Inc. is a registered investment advisor with approximately $38.9 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and publishes periodicals. They serve high-net-worth individuals, corporations, and individuals other than high-net-worth.

$38.95M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

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

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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fixed fees

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

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percentage of assets

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

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Bruce Konners’s Registration & Firm History

FL

12/10/2008 - Present

Envision Asset Management, Inc. (PLANTATION FL)

FL

07/09/2008 - 10/20/2008

INTERSECURITIES, INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 08/27/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Konners.
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