Bruce Melling
Bruce Melling is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Twin Lakes, WI, with 35 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Twin Lakes, WI
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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 owns Bruce H. Melling Accountancy Corporation, a CPA firm, dedicating about a quarter of his time to tax preparation and consulting. He also works as an insurance agent selling life insurance, spending minimal time on this activity, and offers notary public services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
State Registrations11 states
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