Bruce Aken
CRD Number: 5753051
Current Firm: Securities America Advisors, Inc.
Compensation Model: Both
CRD# 6243132
Edward Jones
CRD# 3017989
Ubs Financial Services Inc.
CRD# 5297231
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Omaha, NE | Apr 2017 - Current | 5 |
| Securities America Advisors | Omaha, NE | Apr 2017 - Current | 5 |
| Park Avenue Securities | Elkhorn, NE | Nov 2016 - Apr 2017 | < 1 |
| Guardian Life Insurance | Elkhorn, NE | Nov 2016 - Apr 2017 | < 1 |
| Park Avenue Securities, LLC | Clive, IA | Sep 2016 - Oct 2016 | < 1 |
| Ameritas Investment Partners | Lincoln, NE | Nov 2012 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- NE
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Total Assets Under Management45,429MILLIONS
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Total Number of Accounts211,800ACCOUNTS
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Average Account Value$214,492
- A percentage of assets under your management
- Hourly charges
- 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)
- 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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