TrueAdvisor
TrueAdvisor
BB
BB

Bruce Henry Bruinsma

Envoy Advisory INC.
38 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningCharitable GivingBusiness Owners
Envoy Advisory INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,808 clients
Average Client Portfolio
$295K average
Assets Under Management
$533.9M

Fee Structure

Location

5333 N Union Blvd, Suite 200, Colorado Springs, CO, 80918

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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 Activities

Bruce is the owner of Astute Management LLC, a management hiring firm, since 2012. His duties include consulting.

Employment History
Current Registrations
Envoy Advisory INC.
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Prior Envoy Advisory, INC.
September 2011 - December 2019 · 8 yrs 3 mos
Envoy Securities, LLCBroker
September 2011 - June 2017 · 5 yrs 9 mos
Lincoln Investment Planning, INC
November 1997 - September 2011 · 13 yrs 10 mos
Lincoln InvestmentBroker
March 1997 - September 2011 · 14 yrs 6 mos
Legend Equities CorporationBroker
January 1994 - April 1997 · 3 yrs 3 mos
Legend Capital CorporationBroker
June 1989 - January 1994 · 4 yrs 7 mos
Financial Network Investment CorporationBroker
September 1987 - May 1989 · 1 yr 8 mos
Franklin Financial Services CorporationBroker
May 1987 - September 1987 · 4 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.