Bruce D. Eckfeldt,  CFP<sup>&reg;</sup> - Financial Advisor

Bruce D. Eckfeldt, CFP®

Owner

Willis Eckfeldt

7525 SE 24th Street, Suite 505
Mercer Island, WA 98040-2336
(206) 282-0950

General

Bruce Eckfeldt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Willis Eckfeldt in Mercer Island, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

KMS Financial Services, Inc. is a registered broker-dealer and investment advisor. Member: Financial Industry Regulatory Authority (FINRA); Securities Investor Protection Corporation (SIPC).

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Life Planning, Sudden Wealth

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Helpful Financial Planning Resources