Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Winkley Wiessner is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Bruce has over 40 years of experience in the financial services industry. Bruce is licensed to provide investment advice in multiple states, including Minnesota and Texas. Bruce holds Series 1, 5, 7, and 63 licenses and is also a Series 65 licensed Investment Advisor Representative. Bruce has also held previous registrations with several financial institutions including Wells Fargo Investments, LLC, U.S. Bancorp Piper Jaffray Inc., Dain Bosworth Incorporated, Dain, Kalman & Quail, Incorporated, The Minnesota Mutual Life Insurance Company, Integrated Resources Equity Corporation, and North Star Equities Company.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
06/01/2016 - Present
Wells Fargo Clearing Services, LLC (BLOOMINGTON MN)
MN
12/02/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BLOOMINGTON MN)
MN
10/18/1990 - 12/12/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
04/22/1981 - 10/31/1990
DAIN BOSWORTH INCORPORATED
NA
03/23/1981 - 06/17/1981
DAIN, KALMAN & QUAIL, INCORPORATED
NA
03/09/1976 - 04/16/1979
THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY
NA
09/08/1976 - 09/08/1978
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/09/1976 - 09/29/1976
NORTH STAR EQUITIES COMPANY
IA
Issued 04/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1976
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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