Primary Location
Wilmette - 12th Street
720 12th Street
Wilmette, Illinois 60091
847.853.2186 Direct
866.713.7227 Toll-free
866.816.9949 Fax
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Bruce Sturgeon serves as a Financial Advisor and has more than 11 years of experience in the financial services industry. Bruce consults with individual high net worth investors, corporations, and non-profit organizations. He has expertise in all facets of financial planning and specializes in 401(k) plan management. He enjoys helping people who are concerned about their financial future make sure their wealth and income will be sufficient.
Prior to joining the firm, Bruce was employed at Bank of America, previously known as LaSalle Wealth Management Services, in Highland Park, Illinois. Before joining LaSalle in 2000, he was an Advisor for First Union Securities, formerly known as EVEREN Securities, in Deerfield, Illinois.
Bruce is a fully licensed professional, holding FINRA Series 7, 63, and 65 Licenses, in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses. He received a BS from Miami University in Oxford, Ohio. Bruce resides in Gurnee, Illinois with his wife, Kitty, and enjoys golf and sailing. His two children both attend the University of Illinois at Champaign.