Bruce Kelm, CFP
Arrow Point Wealth Management
Certified Financial Planner in Santa Rosa, CA
http://www.arrowpointwealth.com
Address:1011 2nd St Ste 100
Santa Rosa, CA 95404
About Bruce Kelm
Bruce Kelm is a financial professional at Arrow Point Wealth Management located in Santa Rosa, California. Bruce Kelm holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Bruce Kelm provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Bruce Kelm1011 2nd St Ste 100
Santa Rosa, CA 95404
Phone Number:
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Website:
http://www.arrowpointwealth.com
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