Bruce Koellner
Bruce Koellner is a registered investment advisor at Planmember Securities Corporation, based in Copley, OH, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
1270 S. Cleveland Massillon Rd., Bldg A, Suite 102, Copley, OH, 44321
Get directionsHistory
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 First Responders Financial Advisors, providing financial, investment, and insurance sales and services, dedicating nearly full-time hours to it. He is also a co-trustee for Copley Township, consulting on township issues for about 10-20% of his time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.
The Investment Center, INC.Broker
Next Advisors INC.Broker
Vista Financial Services CorporationBroker
Securities Service Network, INC.Broker
State Registrations20 states
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