Bruce
Eckfeldt
Mutual Advisors, LLC
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About this Advisor
Bruce Eckfeldt is a certified financial planner working out of Mercer Island, Washington who has 1 year of industry experience. Eckfeldt works at Mutual Advisors, LLC. Over the course of their career, Eckfeldt has held roles at Kms Financial Services, Inc, Lpl Financial, LLC, Mutual Advisors, LLC and Mutual Securities, Inc. Eckfeldt maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Mutual Advisors, LLC is an advisory company based in Casper, WY. It has offices in 71 locations and a total of 262 financial advisors. It manages $5 billion in assets under management across its 20,842 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 20,842 customer accounts, 16% are held by high-net-worth clients who have more than $1 million in assets. Mutual Advisors, LLC has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Mutual Advisors, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Bruce Eckfeldt Work History
Bruce has been registered as a financial advisor for 1 years.*
Mutual Advisors, LLC
Mutual Securities, Inc
Lpl Financial, LLC
Kms Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bruce Eckfeldt 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 Mutual Advisors, LLC
Vancouver, WA
Camarillo, CA
San Jose, CA
Cincinnati, OH
San Antonio, TX
Hartford, CT
Saint Louis, MO
Morristown, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
