Bruce H. Melling,  CFP<sup>&reg;</sup> - Financial Advisor

Bruce H. Melling, CFP®



Bruce H. Melling, CPA, PFS, CFP®

37424 128th St
Twin Lakes, WI 53181
(866) 578-0900


Bruce Melling is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bruce H. Melling, CPA, PFS, CFP® in Twin Lakes, WI and the surrounding communities.

Financial Advisor Overview

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.



Financial Advisor Experience

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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: AR,AZ,CO,IL,IN,KY,MD,MI,MC,MO,NE,NC,WI
  • Fixed annuities: AR,AZ,CO,IL,IN,KY,MD,MI,MC,MO,NE,NC,WI
  • Variable annuities: AR,AZ,CO,IL,IN,KY,MD,MI,MC,MO,NE,NC,WI

Broker-Dealer Affiliation


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources