About My Practice
We are dedicated to helping you achieve your financial goals for the long- and short-term. We understand that your financial situation may change as your circumstances change. Therefore, we will communicate with you on a regular basis-- in-person, by phone, and in writing-- to review your current investment needs and make any necessary adjustments. For example, to address a change in your family or employment situation or an approaching retirement.
We believe that success-- yours and ours-- is best measured by your financial health, and by how confident you are about the security of your financial future. You can rest assured that we will offer you investment guidance and support that is tailored to your unique situation.
Please call us if you have any questions about our firm, or the various financial products and services we provide.
Bruce Melling has served in Public Accounting since 1970. Bruce has been a Certified Public Accountant (CPA) since 1974 and is licensed in Illinois and Wisconsin. He has operated his tax and wealth management practice since 1976. Bruce is also a Personal Financial Specialist (PFS) accredited by the American Institute of Certified Public Accountants and a CERTIFIED FINANCIAL PLANNER (CFP®) Practitioner accredited by the Certified Financial Planning Board of Standards, Inc. There are very few specialists in wealth management that carry credentials as impressive as Bruce's.
Bruce is a Registered Representative with Cetera Financial Specialists LLC, member FINRA/SIPC, and an Investment Adviser Representative with Cetera Investment Advisers LLC. He holds Securities Registrations Series 7 and 63 and is a licensed insurance producer in numerous states.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: AR,AZ,IL,IN,MD,MO,NE,WI, Health/disability insurance: AR,AZ,IL,IN,MD,MO,NE,WI, Fixed annuities: AR,AZ,IL,IN,MD,MO,NE,WI, Variable annuities: AR,AZ,IL,IN,MD,MO,NE,WI
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)