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Our financial advice team


Bruce Sturgeon, Financial Advisor serving the Glenview, IL area - Ameriprise Advisors

Bruce Sturgeon

Financial Advisor

Pioneer Wealth Planning Group
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments

Education

  • Miami University, Oxford Ohio - B.S. Marketing

Previous experience

  • Financial Advisor, Wayne Hummer Investments, a Wintrust Wealth Management Company, 2012-2018
  • Vice President, Wintrust Wealth Management, 2009-2012
  • Vice President, Banc of America Investment Services, 2008-2009
  • Vice President-Investment Consultant, LaSalle Financial Services, Inc., 2000-2008
  • Financial Advisor, First Union Securities, 1998-2001

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Interests

  • Spending time with family
  • Traveling
  • Playing Golf