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Bruce Allan Roberts

ERTS WEALTH ADVISORS, LLC·MARQUETTE, Michigan
SIE, Series 6, Series 7, Series 24, Series 26, Series 53, Series 63, Series 65CFPClean record16 years registeredERTS WEALTH ADVISORS, LLC
989 WEST WASHINGTON STREET, MARQUETTE, MI 49855CRD# 2345101Firm CRD# 289856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Allan Roberts · MARQUETTE, MI
Registration
CRD #2345101 · ERTS WEALTH ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

B.A. ROBERTS FINANCIAL SERVICES, INC.
Jan 2018 – present
SAGEPOINT FINANCIAL, INC.
Feb 2010 – Jan 2018
MARQUETTE, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 53
Series 63
Series 65
Registration record
First registered · February 2, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ERTS WEALTH ADVISORS, LLC
CRD 289856 · SEC 801-112254
AUM
$567M
Regulatory assets under management
Employees
12
2,581 client accounts
Services offered by ERTS WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ERTS WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bruce Allan Roberts offer?
Bruce Allan Roberts specializes in Financial Planning, Investment Management. Contact their office in MARQUETTE, Michigan for a consultation.
What are Bruce Allan Roberts's credentials?
Bruce Allan Roberts holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Bruce Allan Roberts located?
Bruce Allan Roberts is based in MARQUETTE, Michigan, working with ERTS WEALTH ADVISORS, LLC. Their office serves clients in the MARQUETTE metropolitan area and surrounding communities.
How does Bruce Allan Roberts charge for services?
Bruce Allan Roberts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ERTS WEALTH ADVISORS, LLC?
ERTS WEALTH ADVISORS, LLC has approximately 12 employees and manages $567M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ERTS WEALTH ADVISORS, LLC

Jon Charles Mommaerts
MARQUETTE, MI
CFP
Stefany Lynn Carrick
MARQUETTE, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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