Bruce Roberts (CRD# 2345101) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has over 30 years of experience in the finance industry. Bruce Roberts 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.
CRD# 1824754
Raymond James Financial Services Advisors, Inc.
CRD# 5537838
Edward Jones
CRD# 5563529
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Erts Wealth Advisors, LLC | Marquette, MI | Jan 2018 - Current | 6 |
Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - Jan 2018 | 9 |
American General Securities Incorporated | Marquette, MI | Oct 2002 - Jan 2018 | 15 |
Aig American General Life Insurance Company | Marquette, MI | Oct 2002 - Jan 2018 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1993 |
S65 | NASAA Investment Advisors Law Examination | May 1999 |
- MI
-
Total Assets Under Management567MILLIONS
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Total Number of Accounts2,581ACCOUNTS
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Average Account Value$219,585
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, IL, LA, MI, MN, TX, VA, WI
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