Bruce StoltenbergCRD Number: 1064851
Current Firm: Soundview Advisors
Bruce Stoltenberg (CRD# 1064851) is an Investment Advisor Representative working at Soundview Advisors in Olympia, WA and has over 25 years of experience in the finance industry. Bruce Stoltenberg 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.
Byrne & Company Wealth Management, LLC
Nr Smith & Associates, P.s.
Stapp Financial Planning, Pllc
|Soundview Advisors (fka Stoltenberg & Associates)||Olympia, WA||Jan 2007 - Current||10|
|Stoltenberg & Associates||Olympia, WA||May 2001 - Jan 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1993|
|S65||NASAA Investment Advisors Law Examination||Feb 1992|
Total Assets Under Management191MILLIONS
Total Number of Accounts887ACCOUNTS
Average Account Value$215,488
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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