Bruce Koellner, financial advisor Copley OH

Bruce Koellner

CRD Number: 2226144
Current Firm: Planmember Securities Corporation

Bruce Koellner (CRD# 2226144) is an Investment Advisor Representative working at Planmember Securities Corporation in Copley, OH and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Copley Township Copley, OH Jan 2018 - Current 6
Planmember Securities Corporation Carpinteria, CA Nov 2014 - Current 9
First Responders Financial Advisors Copley, OH Feb 2012 - Current 12
Copley Fire Dept. Copley, OH Jun 1993 - Sep 2017 24
Ic Advisory Services, Inc. Bridgewater, NJ Jun 2006 - Nov 2014 8
The Investment Center Copley, OH Nov 2000 - Nov 2014 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for Bruce D. Koellner
Phone Number: 805-684-1199
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,530
    MILLIONS
  • Total Number of Accounts
    67,968
    ACCOUNTS
  • Average Account Value
    $110,789
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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