Neil
Bonneson Bruce
Associated Investment Services, Inc
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About this Advisor
Neil Bonneson Bruce is a financial advisor based in Minneapolis, Minnesota, working with Associated Investment Services, Inc. Neil has previously held positions at Wells Fargo Advisors, LLC, Cuna Mutual Group, Cuna Brokerage Services, Inc, Associated Investment Services, Inc, and Dougherty & Company LLC. Neil has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Minnesota, and Wisconsin. Currently, Neil is part of Associated Investment Services, Inc, which operates out of Minneapolis, Minnesota. The firm has 33 offices and 62 employees. The firm manages assets totaling $862.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Associated Investment Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Associated Investment Services, Inc Brokerage Details
$862,552,767
62
4,578
$188,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Neil Bonneson Bruce Work History
Associated Investment Services, Inc
Cuna Mutual Group
Cuna Brokerage Services, Inc
Dougherty & Company LLC
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Neil Bonneson 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 Associated Investment Services, Inc
Milwaukee, WI
Appleton, WI
Saint Paul, MN
Tomahawk, WI
La Crosse, WI
Chicago, IL
Minocqua, WI
De Pere, WI
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