BW
BW

Bruce Gerard Wehner

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,517 clients
Average Client Portfolio
$144K average
Assets Under Management
$362.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

835 Main Street, Building 200, Buda, TX, 78610

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bruce focuses on annuities and life insurance as a cash flow strategist, dedicating about a quarter of his time to this. He also sells life insurance and fixed/fixed indexed annuities, supervises his insurance business through BGW Enterprises, hosts a podcast discussing whole life insurance, and works as an Investment Adviser Representative for TranscE3nd LLC.

Employment History
Current Registrations
Transce3nd LLC
October 2022 - Present · 3 yrs 4 mos
Madison Avenue Securities, LLCBroker
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Ae Wealth Management, LLC
July 2022 - January 2023 · 6 mos
Kalos Management
June 2019 - August 2022 · 3 yrs 2 mos
Kalos Capital, INC.Broker
July 2017 - August 2022 · 5 yrs 1 mo
National Planning CorporationBroker
January 2008 - July 2017 · 9 yrs 6 mos
American General Securities IncorporatedBroker
September 2007 - October 2007 · 1 mo
State Registrations11 states
AZCAILLAMDMNMONCOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bruce Gerard Wehner - Financial Advisor | TrueAdvisor