Bruce Western, financial advisor Cedar Rapids IA
96 score

Bruce Western

CRD Number: 1896024
Current Firm: Creative Financial Designs, Inc.

Bruce Western (CRD# 1896024) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Cedar Rapids, IA and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Creative Financial Designs Kokomo, KS Jun 2013 - Current 3
Cfd Investments Inc. Kokomo, KS Jun 2013 - Current 3
Kirkwood Community College Cedar Rapids, IA Jan 2002 - Current 14
Self Cedar Rapids, IA Jan 1989 - Current 27
Kenwood Park United Methodist Church Cedar Rapids, IA Sep 1978 - Current 38
Self Employed Cedar Rapids, IA Jun 1976 - Current 40
Workman Securities Corporation Eden Prairie, MN Apr 2006 - Oct 2011 5
Cornell College Mount Vernon, IA Oct 1986 - May 2010 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Bruce A. Western
Phone Number: 765-453-9600
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    800
    MILLIONS
  • Total Number of Accounts
    6,786
    ACCOUNTS
  • Average Account Value
    $117,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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