Bruce Rathkamp, financial advisor Chillicothe OH
83 score

Bruce Rathkamp

CRD Number: 1358696
Current Firm: Voya Financial Advisors, Inc.

Bruce Rathkamp (CRD# 1358696) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Chillicothe, OH and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Chillicothe, OK Sep 2014 - Current 2
Integrated Financial Services Chillicote, OH Oct 1984 - Current 32
Rathkamp Accounting Chillicothe, OH Oct 1982 - Current 34
Ing Financial Partners, Inc. Chillicothe, OK Aug 2014 - Sep 2014 < 1
Cetera Advisors LLC El Segundo, CA Jan 2013 - Aug 2014 1
Multi-financial Securities Corporation Denver, CO Jan 2004 - Dec 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination May 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Bruce A. Rathkamp
Phone Number: 1-800-356-2906
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
83

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