Bruce Brundige
Financial Consultant for LPL Financial

Bruce Brundige, CEP, LUTC, Financial Consultant with LPL Financial, has been involved in the financial services industry for over 20 years. His first year in the business was spent helping his clients come out of the Stock Market Crash of 1987. Bruce has gained his experience and knowledge by working with a variety of large financial companies that specialize in various areas of financial planning. His experience includes working with various lines of insurance (life, health, disability, property and casualty) and learning their importance to the financial planning process. Investments have also played an important role in helping clients meet their financial goals and Bruce has used his experience to tailor and build portfolios to match their goals and risk tolerance. While working in the banking industry, Bruce also gained valuable experience working with real estate and consumer loans.

Bruce began working at the Seattle Metropolitan Credit Union location in 1995 and his main emphasis has been focused on helping individual families plan for their future with an emphasis on retirement and estate planning. During this time, he has taught multiple classes for various City of Seattle departments.

Bruce is a Certified Estate Planner and is earning his Masters of Science in Financial Services from the Institute of Business and Finance. Bruce holds a Bachelors of Science Degree in Business Management. He holds insurance licenses in Life, Health, Disability, Property and Casualty. Securities licenses, Series 6, 7, 63 and 65 with LPL Financial. He has successfully taken and passed courses with the Life Underwriters Training Council (LUTC) and is currently enrolled at the College of Financial Planning.

Most recently, Bruce was named a 2013 Five Star Wealth Manager^SM. The Five Star Wealth Manager award is limited to less than seven percent of all professionals within the Seattle area. As an independent third party, Five Star Professional presents the award to assist consumers in selecting a wealth manager who provides their clients exceptional overall satisfaction, indicated by other consumers and industry peers. (The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers.)

Visit fivestarprofessional.com to learn more about the award and research process.

Contact Bruce and our Financial Services Group.

To request a free, no obligation consultation, call (206) 398-5707 or (800) 334-2489, extension 707.

Securities & Insurance products offered through LPL Financial, & its affiliates, Member FINRA/SIPC

Advisory services offered through LPL Financial, a Register Investment Advisor.

Not NCUA Insured
No Credit Union Guarantee
Not Obligations of the Credit Union
May Lose Value

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction.