Bruce W. Haltinner,  CFP<sup>&reg;</sup> - Financial Advisor

Bruce W. Haltinner, CFP®

First Vice President - Investment Officer

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

4242 South Tamiami Trail
Venice, FL 34293
FINANCIAL ADVISOR'S WEBSITE
(866) 408-8797
(941) 492-3304

General

Bruce Haltinner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Fargo Advisors (Wells Fargo Clearing Services, LLC) in Venice, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 31, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CSA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Wells Fargo Clearing Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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