Bruce EbelCRD Number: 1324444
Current Firm: Great Lakes Advisors, LLC
Bruce Ebel (CRD# 1324444) is an Investment Advisor Representative working at Great Lakes Advisors, LLC in Chicago, IL and has over 4 years of experience in the finance industry. Bruce Ebel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Cetera Investment Advisers LLC
|Great Lakes Advisors LLC||Chicago, IL||May 2016 - Current||5|
|Unemployed||Chicago, IL||Jul 2013 - Apr 2016||2|
|Madison Asset Management||Madison, WI||Jul 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2017|
Total Assets Under Management8,602MILLIONS
Total Number of Accounts3,429ACCOUNTS
Average Account Value$2,508,686
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA, WA, WI, WV
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