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Bruce Troutman

21 Years of Experience
Arvada, CO
1 DisclosureBroker

Bruce Troutman is a registered investment advisor, based in Arvada, CO, with 21 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Arvada, CO

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History

Regulatory History (1)
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Judgment / Lien
June 2003
Other Business Activities

Bruce owns and operates MMI Financial Services, LLC, an independent public accounting firm, since 2004. He dedicates about a quarter of his time to providing tax preparation, accounting, and payroll services for small businesses.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
August 2016 - September 2025 · 9 yrs 1 mo
Avantax Investment Services, INC.Broker
December 2004 - September 2025 · 20 yrs 9 mos
State Registrations9 states
ARAZCOINMEMOPATXVA
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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