Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Roderick Snyder is a financial advisor with over 20 years of experience in the industry. Snyder has been registered with First Heartland Consultants, Inc. since 2003, and previously worked with Thrivent Investment Management Inc. and Lutheran Brotherhood Securities Corp. Bruce holds Series 7 and Series 66 licenses, and has passed the Securities Industry Essentials (SIE) exam. Snyder specializes in providing financial planning, pension consulting, and investment management services to individuals, businesses, and charitable 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.
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.
1
2
IN
09/22/2003 - Present
First Heartland Consultants, Inc. (CARMEL IN)
MN
07/01/2002 - 09/04/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
07/20/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 03/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Snyder is the right advisor for you? Invested Better is here to help.
