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Bruce Douglas Rellstab

34 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
24,350 clients
Average Client Portfolio
$144K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
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Location

500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309

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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 an independent insurance agent doing business as Community Investment & Retirement Services. He dedicates about half his time to sales and service of fixed and index annuities, long-term care, and life insurance, which is investment-related.

Employment History
Current Registrations
Sound Income Strategies, LLC
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Broker Dealer Financial Services CORP.Broker
September 2007 - April 2018 · 10 yrs 7 mos
Commonwealth Financial NetworkBroker
June 2000 - September 2007 · 7 yrs 3 mos
Signator Investors, INC.Broker
October 1991 - July 2000 · 8 yrs 9 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1991 - May 1997 · 5 yrs 7 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.