Bruce Eckfeldt, financial advisor Mercer Island WA

Bruce Eckfeldt

CRD Number: 5574202
Current Firm: Mutual Advisors, LLC

Bruce Eckfeldt (CRD# 5574202) is an Investment Advisor Representative working at Mutual Advisors, LLC in Mercer Island, WA and has over 13 years of experience in the finance industry. Bruce Eckfeldt 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.

Similar Advisors
Eric Maclean, ChFC®, CLU®, AIF®, financial advisor Mercer Island WA
Eric S. Maclean, ChFC®, CLU®, AIF®
CRD# 5925615
Securities America Advisors, Inc.
Similar Advisors
Jeffrey Janeway, financial advisor Mercer Island WA
Jeffrey C. Janeway
CRD# 6533806
Harbour Investments, Inc.
Similar Advisors
Angela Jolley, financial advisor Mercer Island WA
Angela M. Jolley
CRD# 4337938
Aspire Capital Advisors LLC
Professional Designations
Company Name Location Dates Years
Mutual Advisors, LLC Casper, WY Aug 2022 - Current 1
Mutual Securities, Inc. Camarillo, CA Aug 2022 - Current 1
Lpl Financial, LLC Mercer Island, WA Sep 2020 - Aug 2022 1
Kms Financial Services, Inc. Seattle, WA Aug 2010 - Sep 2020 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Bruce D. Eckfeldt
Phone Number: 307-439-6357
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    5,306
    MILLIONS
  • Total Number of Accounts
    20,842
    ACCOUNTS
  • Average Account Value
    $254,582
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)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.