Our Qualifications

Bruce Melling has served in Public Accounting since 1970. Bruce has been a Certified Public Accountant (CPA) since 1974 and is licensed in Illinois and Wisconsin. He has operated his tax and wealth management practice since 1976. Bruce is also a Personal Financial Specialist (PFS) accredited by the American Institute of Certified Public Accountants and a CERTIFIED FINANCIAL PLANNER (CFP^®) Practitioner accredited by the Certified Financial Planning Board of Standards, Inc. There are very few specialists in wealth management that carry credentials as impressive as Bruce's.

Bruce is a Registered Representative with Cetera Financial Specialists LLC, member FINRA/SIPC, and an Investment Adviser Representative with Cetera Investment Advisers LLC, an SEC Registered Investment Adviser.  He holds Securities Registrations Series 7 and 63 and is a licensed insurance producer in numerous states. 

He looks forward to using his expertise to help you pursue your wealth management goals.