BW
ChFC
BW
ChFC

Bruce Western

37 Years of Experience
BrokerSells Insurance

Bruce Western is a ChFC-designated registered investment advisor, based in Cedar Rapids, IA, with 37 years of industry experience.

Location

Cedar Rapids, IA

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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 is a church music director, music teacher, and secretary/business manager for a musicians union. He also provides music instruction, performance, instrument repair, and merchandise sales, and dedicates about 10-20% of his time to insurance sales.

Employment History
Current Registrations
Creative Financial Designs, INC.
June 2013 - Present · 12 yrs 10 mos
Cfd Investments, INC.Broker
June 2013 - Present · 12 yrs 10 mos
Previous Registrations
Allied Beacon Partners, INC.Broker
October 2011 - June 2013 · 1 yr 8 mos
Workman Securities CorporationBroker
April 2006 - September 2011 · 5 yrs 5 mos
Assist Investment Management Company, INC.Broker
February 1997 - April 2006 · 9 yrs 2 mos
Securities America, INC.Broker
May 1992 - February 1997 · 4 yrs 9 mos
Century Investors of America, INC.Broker
January 1992 - May 1992 · 4 mos
Century Investors of America, INC.Broker
January 1989 - January 1992 · 3 yrs
State Registrations3 states
IAINTX
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.