Broker Check
Bruce R. Wagner

Bruce R. Wagner

President

Bruce has been a practicing financial professional since 1994 and serves clients in Minnesota, Wisconsin, Arizona, Florida, Georgia and Oregon. Bruce is an Investment Advisor Representative licensed in Minnesota, Wisconsin, Arizona, Florida and Georgia. Today his practice concentrates on retirement income, financial, college fund and retirement planning for individuals, couples and small business owners. Bruce also focuses on asset management and tax reduction strategies. Bruce holds the following securities licenses; Series 6, Series 7, Series 63, Series 65 and is also a licensed insurance agent. Bruce is a Registered Representative of Parkland Securities, LLC and an Investment Advisor Representative of Sigma Planning Corporation, a Registered Investment Advisory firm.

To keep up with the changing times, Bruce as earned the following designations: AIF® - Accredited Investment Fiduciary® , FSS® - Financial Services Specialist® , LUTCF - Life underwriter Training Council. Bruce is a member of: The Financial Planning Association, The National Association of Insurance and Financial Professionals and was a 2006 qualifier for the Million Dollar Round Table (based on sales). Bruce began his career with a national financial services company where he ultimately became a district manager over a large metropolitan office.

Bruce and his wife, Nan, live in Maple Grove, MN. In his spare time, Bruce likes to golf, fish, work on various projects around the house. Bruce and Nan have numerous charitable endeavors.