David Bruce is a ChFC-designated registered investment advisor, based in Zionsville, IN, with 24 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
11650 N. Michigan Rd., Zionsville, IN, 46077
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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.
Learn about disclosures →Employment History
Current Registrations
State Farm Vp Management CORP.Broker
July 2026 - Present · 3 mos
State Farm Vp Management CORP.
July 2026 - Present · 3 mos
State Farm Investment Management CORP.
June 2026 - Present · 4 mos
Previous Registrations
State Farm Vp Management CORP.Broker
January 2016 - August 2025 · 9 yrs 7 mos
State Farm Vp Management CORP.Broker
August 1999 - February 2014 · 14 yrs 6 mos
State Registrations1 state
IN
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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