Roxanna Bruss, financial advisor Green Bay WI
88 score

Roxanna Bruss

CRD Number: 6259836
Current Firm: Cetera Investment Advisers LLC

Roxanna Bruss (CRD# 6259836) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Green Bay, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
North Shore Bank Green Bay, WI Feb 2016 - Current < 1
Cetera Investment Services LLC St. Cloud, MN Feb 2016 - Current < 1
Cetera Investment Advisers LLC Green Bay, WI Feb 2016 - Current < 1
Lpl Financial LLC Green Bay, WI Jun 2014 - Jan 2016 1
Baylake Bank Green Bay, WI Jan 2012 - Sep 2014 2
University Of Wisconsin - Green Bay Green Bay, WI Sep 2010 - May 2012 1
Univeristy Of Wisconsin - Green Bay Green Bay, WI Aug 2010 - May 2012 1
Dc Deli Sister Bay, WI May 2011 - Aug 2011 < 1
Sister Bay Cafe Sister Bay, WI Mar 2010 - Aug 2011 1
Northern Grill Ssiter Bay, WI May 2010 - Aug 2010 < 1
Kaplan Flushing, NY Nov 2007 - Mar 2010 2
Nyack College Nyack, NY Aug 2008 - Jan 2010 1
Malverne School Of Music Malverne, NY Nov 2006 - Aug 2008 1
Queens College Flushing, NY Sep 2007 - May 2008 < 1
Homeschool Bellerose, NY May 2005 - May 2007 2
Cross Island Ymca Bellerose, NY May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Roxanna M. Bruss
Phone Number: 888-528-2987
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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