Bruce Vermeulen
Bruce Vermeulen is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Evergreen, CO, with 44 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
30296 Buffalo Pard Rd, Evergreen, CO, 80439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bruce is an independent insurance agent since 1982, dedicating minimal time to this activity. He is also president of Vermeulen Consulting Inc. and the Riderdown Foundation, and an advisory rep for CIRA, and an Investment Advisor Representative for Centennial Capital Partners.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Global Planning INC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Omnivest, INC.Broker
Pfg Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Financial Planners Equity CorporationBroker
Mountain States InvestmentsBroker
Mutual Funds Associates INC.Broker
First Investors CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.