Bruce Aken
CRD Number: 5753051
Current Firm: Commonwealth Financial Network
Compensation Model: Both
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Sep 2023 - Current | < 1 |
| Nelson Murphy Insurance & Investments, LLC | Omaha, NE | Apr 2017 - Current | 7 |
| Securities America, Inc. | Omaha, NE | Apr 2017 - Sep 2023 | 6 |
| Securities America Advisors | Omaha, NE | Apr 2017 - Sep 2023 | 6 |
| Park Avenue Securities | Elkhorn, NE | Nov 2016 - Apr 2017 | < 1 |
| Guardian Life Insurance | Elkhorn, NE | Nov 2016 - Apr 2017 | < 1 |
| Park Avenue Securities, LLC | Clive, IA | Sep 2016 - Oct 2016 | < 1 |
| Ameritas Investment Partners | Lincoln, NE | Nov 2012 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- NE
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Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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