Posizioni attive di Bruce Primeau
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Summit Wealth Advocates LLC
 Summit Wealth Advocates LLC Investment ManagersFinance Part of Avantax, Inc., Summit Wealth Advocates LLC is a fee-only financial advisory firm that helps clients refocus their time and energy on what matters most to them. The company is based in Prior Lake, MN. The company offers an innovative planning process and tax-focused investment strategy. The company was founded by Bruce Primeau. Summit Wealth Advocates was acquired by Avantax Wealth Management, Inc. on August 22, 2023. | Fondatore | 01/01/2010 | - |
| Presidente | 01/01/2010 | - |
Storia della carriera di Bruce Primeau
Precedenti posizioni note di Bruce Primeau
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Wade Financial Group, Inc.
 Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Membro del Comitato di Investimento | 09/04/2009 | 01/08/2010 |
| Vendite & Marketing | 09/04/2009 | 01/08/2010 |
Formazione di Bruce Primeau
| University of St. Thomas | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Investment Committee Member | 1 |
| Sales & Marketing | 1 |
| Undergraduate Degree | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Wade Financial Group, Inc.
Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Finance |
Summit Wealth Advocates LLC
Summit Wealth Advocates LLC Investment ManagersFinance Part of Avantax, Inc., Summit Wealth Advocates LLC is a fee-only financial advisory firm that helps clients refocus their time and energy on what matters most to them. The company is based in Prior Lake, MN. The company offers an innovative planning process and tax-focused investment strategy. The company was founded by Bruce Primeau. Summit Wealth Advocates was acquired by Avantax Wealth Management, Inc. on August 22, 2023. | Finance |
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