Jeffrey
Bruce

Transamerica Retirement Advisors, LLC

CRD#4389762
Investment Advisor
in Eden Prairie, MN

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About this Advisor

Jeffrey Bruce is a financial advisor based in Eden Prairie, Minnesota, working with Transamerica Retirement Advisors, LLC. Jeffrey has previously held positions at Ameriprise Financial Services, Inc, Transamerica Retirement Solutions, and Transamerica Investors Securities Corporation. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Jeffrey is part of Transamerica Retirement Advisors, LLC, which operates out of Eden Prairie, Minnesota. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Transamerica Retirement Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Eden Prairie, MN

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

MN Average: $9,259,360,772
Total Number of Employees

333

MN Average: 166
Total Number of Accounts

160,403

MN Average: 7,189
Average Account Size

$79,051

MN Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Jeffrey Bruce Work History

2014 - Present (10 years)

Transamerica Retirement Solutions

2014 - Present (10 years)

Transamerica Investors Securities Corporation

2011 - 2014 (3 years)

Ameriprise Financial Services,Inc

Disclosures

Please visit the SEC profile of Jeffrey Bruce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Retirement Advisors, LLC

Ghada El-Gamal
New Brighton, MN
Lynn Pederson
Bloomington, MN
John Illingworth
Carmel, IN
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
William Ryder
Hudson, WI
Matthew Robbins
Stillwater, MN
Jared Wilson
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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