Bruce WeiningerCRD Number: 1925209
Current Firm: Kovitz Investment Group Partners, LLC
Bruce Weininger (CRD# 1925209) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 12 years of experience in the finance industry. Bruce Weininger 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.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Kovitz Investment Group Partners, LLC||Chicago, IL||Jan 2016 - Current||2|
|Kovitz Securities||Chicago, IL||Jul 2004 - Current||13|
|Kovitz Investment Group, LLC||Chicago, IL||Jul 2004 - Dec 2015||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2005|
Total Assets Under Management2,657MILLIONS
Total Number of Accounts3,100ACCOUNTS
Average Account Value$857,208
- A percentage of assets under your management
- 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
AZ, CA, CO, FL, IL, IN, MA, MI, MN, NC, NJ, NY, PA, TX, VA, WA, WI
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