Bruce R Marshall
![]() | CFP® Associate Financial Advisor with the practice of Richard Juergensen |
(410) 329-1200
11350 McCormick Rd
Ste 500
Hunt Valley, MD 21031
JUERGENSEN & ASSOCIATES
A financial advisory practice of
Ameriprise Financial Services, Inc.
My Philosophy
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.
Qualifications
- Demonstrated ability to Dream It! Plan It! & Do It!
- Extensive use of mountaineering metaphor to inspire others.
- Ability to help others discover their own Dreams & Goals.
- Specialized skills in helping people plan their Retirement Income
- Always working to simplify the complex.
Professional Associations
- Financial Planning Association - Life Member
Interests
- Purchased the first iPhone in Baltimore @ Towson Town Center
- Mbr Highpointers Club of America - been @ 14K feet+ 33 times
- I've done the Seagull Century Bike Ride (Salisbury, MD) 4X.
- Plan to hike MD & Shenandoah sections of A/T this summer!
Community Participation
- Toastmasters International - ATM Bronze
- American Legion - Life Member
- Veterans of Foreign Wars - Life Member
- Colorado Mountain Club
- Bible Study Fellowship - year 5 of an 8 year study
- Fellowship of Christian Athletes - on a local board
- Founder of BUMPA - Balt Users of Mobile Phones by Apple
- NOTE: Below links to 3 important personal development sites!
License information
I am licensed and registered to conduct business in MD.
Based on licenses and registrations I hold, I may also conduct certain business in DC, DE, FL, NC, NY, PA, SC, VA
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
- Investment Advice
- Retirement Planning Strategies
- Protection and Insurance
- Saving for Education
- Asset Allocation
- General Financial Planning


