Bruce Primeau Email & Phone Number
Financial Planning Consultant @ HK Financial Services
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Bruce Primeau Location
- Prior Lake, MN, US
Bruce Primeau Work
- 2023 -now Financial Planning Consultant @
- 2010 -2023 President, Wealth Advocate @ Summit Wealth Advocates, LLC
- 2010 -2023 Financial Planning Consultant @ Summit Wealth Advocates, LLC
- 2002 -2010 Vice President, Shareholder @ Wade Financial Group, Inc.
- 2002 -2006 Director of Wealth Management @ Wade Financial Group
- 2000 -2002 Financial Advisor @ Chaffee Westenberg Co.
- 1993 -1999 CPA @ O'Connor, Gearty & Co.
Bruce Primeau Education
- University of St. Thomas
BA (Accounting)
1988-1993 - Century College
(General)
1983-1988 - Johnson High School
Diploma (Accounting / Finance)
1980-1983
Bruce Primeau Skills
- Financial Planning
- Estate Planning
- Asset Management
- Tax
- Risk Assessment & Management
- College Planning
- Business Planning
- Strategic Financial Planning
- Educational Consulting
- Asset Managment
- Finance
- Financial Planners
- Management
- Wealth Management
- Small Business
- Portfolio Management
- Investments
- Retirement
- Customer Service
Bruce Primeau Summary
- Bruce Primeau, based in Prior Lake, MN, US, is currently a Financial Planning Consultant at Avantax Planning Partners. Bruce Primeau brings experience from previous roles at Summit Wealth Advocates, LLC, Wade Financial Group, Inc. and Wade Financial Group. Bruce Primeau holds a 1988 - 1993 BA in Accounting @ University of St. Thomas. With a robust skill set that includes Financial Planning, Estate Planning, Asset Management, Tax, Risk Assessment & Management and more. Bruce Primeau has 1 emails and 1 mobile phone numbers on RocketReach.
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