Neil Bonneson Bruce, financial advisor Saint Louis Park MN

Neil Bonneson Bruce

CRD Number: 4284550
Current Firm: Associated Investment Services, Inc.

Neil Bonneson Bruce (CRD# 4284550) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Saint Louis Park, MN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Associated Investment Services, Inc. Green Bay, WI May 2021 - Current 2
Cuna Mutual Group Waverly, IA Mar 2018 - Mar 2021 3
Cuna Brokerage Services, Inc. Waverly, IA Mar 2018 - Mar 2021 3
Unemployed St. Louis Park, MN Feb 2017 - Feb 2018 1
Dougherty & Company LLC Minneapolis, MN Jul 2016 - Jan 2017 < 1
Wells Fargo Advisors, LLC Wayzata, MN Nov 2013 - Jul 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Neil A. Bonneson Bruce
Phone Number: 800-595-7722
Registered State(s):
  • AZ
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    827
    MILLIONS
  • Total Number of Accounts
    4,827
    ACCOUNTS
  • Average Account Value
    $171,381
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, IA, IL, IN, LA, MI, MN, MO, NE, NV, OH, SC, TX, WI

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