BS
BS

Bruce Roderick Snyder

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
6,771 clients
Average Client Portfolio
$262K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$6.5K
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Location

301 E Carmel Drive, E-350, Carmel, IN, 46032

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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 involved with The Snyder Financial Group, selling and distributing insurance products since 2017. He is also an Investment Advisor Representative with First Heartland Consultants, Inc. since 2003.

Employment History
Current Registrations
First Heartland Consultants, INC.
September 2003 - Present · 22 yrs 5 mos
First Heartland Capital, INC.Broker
August 2003 - Present · 22 yrs 6 mos
Previous Registrations
Thrivent Investment Management INC.
March 2003 - September 2003 · 6 mos
Thrivent Investment Management INC.Broker
July 2002 - September 2003 · 1 yr 2 mos
Lutheran Brotherhood Securities CORP.Broker
July 2001 - July 2002 · 1 yr
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bruce Roderick Snyder - Financial Advisor | TrueAdvisor