7525 SE 24th St, Ste. 505, Mercer Island, WA, 98040
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Bruce is the owner of Eckfeldt Asset Management, LLC, where he works as a Certified Financial Planner providing financial planning and investment management services full-time. He is also an independent insurance agent selling life insurance and annuities, dedicating minimal time to this activity, and manages the finances and operations of Willis Eckfeldt Asset Management, LLC, spending about a quarter of his time on this.