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Bruce Todd Lear

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

2032 Brentwood Blvd, Grand Island, NE, 68801

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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 coaches youth soccer and high school soccer. He also sells insurance products, fixed annuities, and is an investment advisor representative, spending about half his time on the latter. Bruce also owns Calamus Advisors, Inc. and Goldenrod Star, LLC.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Novem Group
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
American Portfolios Financial Services, INC.Broker
January 2019 - October 2024 · 5 yrs 9 mos
Securities America Advisors, INC.
April 2012 - January 2019 · 6 yrs 9 mos
Securities America, INC.Broker
April 2012 - January 2019 · 6 yrs 9 mos
First National Capital MarketsBroker
August 2010 - April 2012 · 1 yr 8 mos
Dean Witter Reynolds INC.Broker
August 1994 - April 1995 · 8 mos
State Registrations29 states
AZCOCTDCFLGAHIIAIDILKSMAMNMOMTNCNENHNMNVNYOHOKORPASDTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.