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Bruce Himelman

41 Years of Experience
Princeton, NJ
BrokerSells Insurance

Bruce Himelman is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Princeton, NJ, with 41 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

202 Carnegie Ctr Ste 201, Princeton, NJ, 08540

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bruce may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also serves as Treasurer for Harbour House of Tampa, a non-profit, dedicating minimal time to compiling income and expense figures.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
August 2007 - Present · 18 yrs 11 mos
Northwestern Mutual Investment Services, LLC
May 1984 - Present · 42 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
May 1984 - Present · 42 yrs 2 mos
Previous Registrations
Northwestern Mutual Wealth Management Company
March 2007 - April 2007 · 1 mo
Northwestern Mutual Investment Services,llc
November 2004 - March 2007 · 2 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
September 1987 - January 2002 · 14 yrs 4 mos
State Registrations2 states
FLNJ
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.