Bruce Hosler is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 28 years of industry experience.
Location
7400 E Pinnacle Peak Rd, Ste 100, Scottsdale, AZ, 85255
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Regulatory History (1)
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Customer Dispute
May 2021Closed-No Action
Other Business ActivitiesSells Insurance
Bruce is involved in several business activities, including fixed insurance sales and training, co-ownership of Hosler Wealth Management, and ownership of Advance Tax Strategies LLC for fixed insurance sales. He also owns real estate holding companies and is an author, dedicating minimal time to these endeavors.
Employment History
Current Registrations
Mutual Securities, INC.Broker
July 2025 - Present · 9 mos
Mutual Advisors, LLC
July 2025 - Present · 9 mos
Previous Registrations
Commonwealth Financial Network
January 2005 - July 2025 · 20 yrs 6 mos
H.D. Vest Advisory Services, INC
January 2005 - April 2005 · 3 mos
Commonwealth Financial NetworkBroker
November 2004 - July 2025 · 20 yrs 8 mos
H.D. Vest Investment ServicesBroker
January 2000 - December 2004 · 4 yrs 11 mos
H.D. Vest Investment Securities, INC.Broker
March 1998 - December 1999 · 1 yr 9 mos
North American Management, INC.Broker
March 1995 - October 1995 · 7 mos
State Registrations22 states
AZCACOFLHIIDILMAMEMINCNJNMNVNYOHPATXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.