Roxanna BrussCRD 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 3 years of experience in the finance industry.
Endowment Wealth Management, Inc.
Kerntke Otto Mcglone Wealth Management Group
Endowment Wealth Management, Inc.
|Cetera Investment Advisers LLC||Green Bay, WI||Feb 2016 - Current||2|
|North Shore Bank||Green Bay, WI||Feb 2016 - Current||2|
|Cetera Investment Services LLC||St. Cloud, MN||Feb 2016 - Current||2|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management7,816MILLIONS
Total Number of Accounts41,288ACCOUNTS
Average Account Value$189,310
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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