Bruce Todd Lear
Investment adviser representative at Novem Group
22 yearsExperience
13 statesRegistered in
$1.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Novem GroupJan 2019 to now
- Bruce LearJan 2012 to now
- City of KearneyDec 2004 to now
- American Portfolios Financial Services, Inc.Jan 2019 to Oct 2024
- Securities America Advisors, Inc.Apr 2012 to Jan 2019
- Securities America, Inc.Apr 2012 to Jan 2019
- Black Oak Investment Council, Inc.Mar 2012 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 13 states (AZ, CO, CT, FL, GA, IA, IL, KS, MA, NE, NY, TX, WA).
Novem Group
$1.7BAssets managed
3,653Clients
32Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2512908
- Firm CRD
- 158964