Roland BrucksCRD Number: 3044668
Current Firm: State Farm Investment Management Corp.
Roland Brucks (CRD# 3044668) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Burleson, TX and has over 19 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Schulz Wealth, Ltd.
|State Farm Investment Management Corp||Burleson, TX||Sep 2011 - Current||6|
|State Farm Vp Management Corp.||Burleson, TX||Mar 1998 - Current||19|
|Art Brucks Insurance Agency||Burleson, TX||Feb 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV