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Bruce Allan Roberts

Principal And Chief Compliance OfficerErts Wealth Advisors, LLCCRD 2345101

About Bruce Allan Roberts

Bruce Allan Roberts is listed as Principal And Chief Compliance Officer at Erts Wealth Advisors, LLC in Marquette, MI. Form ADV reports a beneficial ownership band of Under 5%. Bruce Allan Roberts is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Erts Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Bruce Allan Roberts work?

Bruce Allan Roberts is listed as Principal And Chief Compliance Officer at Erts Wealth Advisors, LLC on SEC Form ADV.

How much of Erts Wealth Advisors, LLC does Bruce Allan Roberts own?

Form ADV reports a beneficial ownership band of Under 5%.

Erts Wealth Advisors, LLC

TitlePrincipal And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2017
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Erts Wealth Advisors, LLC

TitlePresident
OwnershipOver 75%
Control personYes
Since2017
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