MBA, Series 7 Securities Registration,1 Series 66 Advisory Registration, † Insurance License
Bruce has worked with Wealth Enhancement Group clients for more than 17 years, first as the head of portfolio management and now as a Financial Advisor on the Santjer-Beissel-Weiland team.
Bruce is an eight-year winner (2012-2019) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
Before working for Wealth Enhancement Group, Bruce gained experience as an analyst for a large regional broker-dealer and a regional bank. Bruce has a master’s degree from the Carlson School of Management and a bachelor’s degree in Business from North Dakota State University.
The Santjer-Beissel-Weiland Financial Advisory team is located in our Plymouth, MN office.
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1 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.
2 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.