Karl Bruch (CRD# 7667372) is an Investment Advisor Representative working at Edelman Financial Engines in Pittsburgh, PA and has 1 year of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edelman Financial Engines | Santa Clara, CA | Apr 2024 - Current | < 1 |
| Cross Border Wealth, LLC | New York, NY | Apr 2022 - Apr 2024 | 2 |
| Cross Border Wealth | Pittsburgh, PA | Apr 2022 - Apr 2024 | 2 |
| Reverse Mortgage Funding | Pittsburgh, PA | Apr 2017 - Mar 2022 | 4 |
| Appen Butler Hill Inc. | Kirkland, WA | Jun 2016 - Dec 2018 | 2 |
| Reverse Mortgage Funding (sterling Mets Operations) | Pittsburgh, PA | Aug 2016 - Mar 2017 | < 1 |
| Unemployed | Pittsburgh, PA | Nov 2015 - May 2016 | < 1 |
| Panera | Pittsburgh, PA | Jun 2012 - Oct 2015 | 3 |
| University Of Pittsburgh | Pittsburgh, PA | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- PA
- TX
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Total Assets Under Management270,770MILLIONS
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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