Bruce Eckfeldt is a CFP-designated registered investment advisor, based in Mercer Island, WA, with 15 years of industry experience.
Location
7525 SE 24th St, Ste. 505, Mercer Island, WA, 98040
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Bruce is the owner of Eckfeldt Asset Management, LLC, where he works as a Certified Financial Planner providing financial planning and investment management services full-time. He is also an independent insurance agent selling life insurance and annuities, dedicating minimal time to this activity, and manages the finances and operations of Willis Eckfeldt Asset Management, LLC, spending about a quarter of his time on this.
Employment History
Current Registrations
Mutual Securities, INC.
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations8 states
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