Bruce Kuehl, financial advisor Minnetonka MN
86 score

Bruce Kuehl

CRD Number: 1799517
Current Firm: Lifestage Wealth Management LLC

Bruce Kuehl (CRD# 1799517) is an Investment Advisor Representative working at Lifestage Wealth Management LLC in Minnetonka, MN and has over 28 years of experience in the finance industry. Bruce Kuehl 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.

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Professional Designations
Company Name Location Dates Years
Lifestage Wealth Management Minneapolis, MN Jan 2004 - Current 12
Fintegra, LLC Minneapolis, MN Nov 2007 - Oct 2009 1
Questar Capital Corporation Ann Arbor, MI Feb 2004 - Nov 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S65 NASAA Investment Advisors Law Examination Dec 1999
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Bruce C. Kuehl
Phone Number: 763-542-8884
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    937
    ACCOUNTS
  • Average Account Value
    $118,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MN, WI

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BADGES
86

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