Grace Bruno, financial advisor Minneapolis MN
93 score

Grace Bruno

CRD Number: 1335231
Current Firm: Ameriprise Financial Services, Inc.

Grace Bruno (CRD# 1335231) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Minneapolis, MN and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Minneapolis, MN Jan 2010 - Current 6
Unemployed Woodbury, MN Aug 2009 - Dec 2009 < 1
Transamerica Retirement Management Saint Paul, MN Jun 2008 - Jul 2009 1
Intersecurities, Inc. Saint Paul, MN Jun 2008 - Jul 2009 1
Thrivent Investment Management, Inc. Minneapolis, MN Sep 2005 - Jun 2008 2
Thrivent Financial For Lutherans Minneapolis, MN Aug 2005 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S66 NASAA Uniform Combined State Law Examination Jul 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Grace A. Bruno
Phone Number: 612-671-3131
Registered State(s):
  • IN
  • MN
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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)
  • Publication of periodicals or newsletters
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93

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