Profiel
Bruce Primeau has founded Summit Wealth Advocates LLC in 2010, where he currently holds the title of President.
He was previously employed at Wade Financial Group, Inc. as Vice President from 2002 to 2010.
Mr. Primeau received his undergraduate degree from the University of St. Thomas in 1993.
Actieve functies van Bruce Primeau
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Oprichter | 01-01-2010 |
Eerdere bekende functies van Bruce Primeau
| Bedrijven | Functie | Einde |
|---|---|---|
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 | Lid van de Investeringscommissie | 01-08-2010 |
Opleiding van Bruce Primeau
| University of St. Thomas | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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 |
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 |
