Bruce Simpsen
Relationship Manager/Consultant
- Role
- Retirement Counselor at Fisher Smb
- Location
- North Richland Hills, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Bruce Simpsen
Conduct periodic plan and fund performance reviews with plan sponsors - Conduct…
Experience
Retirement Counselor
Jul 2024 — Present · Plano, TX, US
Skills
- Series 63
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Retirement
- Retirement Planning
- Series 6
- Investments
- 401k
- Crm
- Forecasting
- Defined Contribution
- New Business Development
- Retirement Plan Consulting
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