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Bruce Primeau active positions
Companies | Position | Start | End |
---|---|---|---|
Summit Wealth Advocates LLC
![]() Summit Wealth Advocates LLC Investment ManagersFinance Part of Avantax, Inc., Summit Wealth Advocates LLC is a fee-only financial advisory firm that helps clients refocus their time and energy on what matters most to them. The company is based in Prior Lake, MN. The company offers an innovative planning process and tax-focused investment strategy. The company was founded by Bruce Primeau. Summit Wealth Advocates was acquired by Avantax Wealth Management, Inc. on August 22, 2023. | Founder | 31/12/2009 | - |
President | 31/12/2009 | - |
Career history of Bruce Primeau
Former positions of Bruce Primeau
Companies | Position | Start | End |
---|---|---|---|
Wade Financial Group, Inc.
![]() Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Investment Committee Member | 08/04/2009 | 31/07/2010 |
Sales & Marketing | 08/04/2009 | 31/07/2010 |
Training of Bruce Primeau
University of St. Thomas | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Investment Committee Member | 1 |
Sales & Marketing | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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Wade Financial Group, Inc.
![]() Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Finance |
Summit Wealth Advocates LLC
![]() Summit Wealth Advocates LLC Investment ManagersFinance Part of Avantax, Inc., Summit Wealth Advocates LLC is a fee-only financial advisory firm that helps clients refocus their time and energy on what matters most to them. The company is based in Prior Lake, MN. The company offers an innovative planning process and tax-focused investment strategy. The company was founded by Bruce Primeau. Summit Wealth Advocates was acquired by Avantax Wealth Management, Inc. on August 22, 2023. | Finance |
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