Unclaimed
Bryce Hefner is a financial advisor at Hornor, Townsend & Kent, LLC. Bryce has been in the industry since June 2019. Bryce is registered with FINRA and has a Series 7TO, SIE, and Series 66 license. Bryce also holds insurance licenses in several states. Bryce's background is in the financial services industry with experience at Northwestern Mutual Investment Services, LLC. Bryce provides financial planning and investment advisory services to a wide range of clients, including individuals, families, 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.
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.
Trail commissions, distribution assistance fees
1
2
CO
07/03/2024 - Present
Hornor, Townsend & Kent, LLC (LITTLETON CO)
CO
06/14/2019 - 07/11/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
BOTH
Issued 10/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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