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Bruce A.

Bruce A.

Financial Analyst & Benefits Consultant

Followers of Bruce A.720 followers
location of Bruce A.Omaha, Nebraska, United States

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  • Timeline

  • About me

    Wealth Manager Providing Financial Planning & Investment Management to Individuals & Businesses

  • Education

    • Roncalli Catholic High School

      2002 - 2006
      High School

    • University of Nebraska-Lincoln

      2006 - 2011
      Bachelor of Science in Business Administration

  • Experience

    • Milliman

      May 2011 - Oct 2012
      Financial Analyst & Benefits Consultant

    • Ameritas Investment Partners

      Nov 2012 - Aug 2016
      Fixed Income Analyst

    • Guardian Life

      Aug 2016 - Mar 2017
      Financial Representative

    • Nelson Murphy Insurance and Investments

      Apr 2017 - now

      • Managing Partner

        Jan 2024 - now

      • Partner

        Jan 2019 - now

      • Wealth Manager

        Apr 2017 - now

  • Licenses & Certifications

    • NASAA Series 66 - Uniform Combined State Law Examination

      NASAA
      Oct 2016

    • Certified Plan Fiduciary Advisor (CPFA)

      National Association of Plan Advisors
      Aug 2023

    • Chartered Financial Analyst®

      CFA Institute
      Apr 2017
      View certificate certificate

    • FINRA® Series 7 - General Securities Representative

      FINRA
      Oct 2016

  • Volunteer Experience

    • Member

      Issued by Rotary International on Apr 2019
      Rotary InternationalAssociated with Bruce A.

    • Treasurer

      Issued by Omaha Northwest Rotary Club on Aug 2024
      Omaha Northwest Rotary ClubAssociated with Bruce A.

    • President's Club

      Issued by Greater Omaha Chamber on Jan 2018
      Greater Omaha ChamberAssociated with Bruce A.