Bruce R. Wagner
Bruce has been a practicing financial professional since 1994 and serves clients in Minnesota, Wisconsin, Arizona, Florida, South Carolina, Montana and Oregon. Bruce is an Investment Advisor Representative licensed in Minnesota, Wisconsin, Arizona, Florida, Nevada, Ohio, Oregon. 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 management strategies. Bruce holds the following securities licenses; FINRA Series 7, Series 63, Series 65 and is also a licensed insurance agent. Bruce offers securities through Parkland Securities, LLC and investment advisory services through Sigma Planning Corporation, a Registered Investment Advisor.
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 Advisors. 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.