Bruce Bushman, financial advisor Spokane WA
86 score

Bruce Bushman

CRD Number: 1097277
Current Firm: Cliftonlarsonallen Wealth Advisors, LLC

Bruce Bushman (CRD# 1097277) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Spokane, WA and has over 33 years of experience in the finance industry. Bruce Bushman 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
Cliftonlarsonallen Wealth Advisors, LLC Spokane, WA Jan 2012 - Current 4
Cliftonlarsonallen LLP Spokane, WA Nov 2010 - Current 6
Prospera Brokerage Solutions LLC Spokane, WA Mar 2006 - Mar 2011 5
Prospera Insurance Solutions Spokane, WA Jun 2005 - Mar 2011 5
Prospera Wealth Management Spokane, WA Jun 2005 - Dec 2010 5
Prospera Investment Advisors, LLC Spokane, WA Jun 2005 - Dec 2010 5
Securities America, Inc. Spokane, WA Sep 2005 - Nov 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
S65 NASAA Investment Advisors Law Examination Jan 1990
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 G. Bushman
Phone Number: 612-376-4777
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    2,427
    MILLIONS
  • Total Number of Accounts
    6,936
    ACCOUNTS
  • Average Account Value
    $349,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI

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BADGES
86

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