Bruce GrenkeCRD Number: 1323481
Current Firm: Asset Allocation Advisors Inc.
Bruce Grenke (CRD# 1323481) is an Investment Advisor Representative working at Asset Allocation Advisors Inc. in Walnut Creek, CA and has over 8 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Schultz Financial & Insurance Services,||Walnut Creek, CA||Jun 1995 - Current||22|
|Asset Allocation Advisors, Inc.||Walnut Creek, CA||Sep 1987 - Current||30|
|Retirement Planning, Inc.||Walnut Creek, CA||Nov 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2009|
Total Assets Under Management159MILLIONS
Total Number of Accounts465ACCOUNTS
Average Account Value$341,379
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses