Stephen Bruce
Investment adviser representative at Lifeguide Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$562.9MFirm assets
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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
Experience
12 years in the industry.
- Lifeguide Financial Advisors, LLCJan 2024 to now
- Grace ChurchMay 2022 to Jul 2022
- Parable CommunicationsApr 2022 to Mar 2024
- Lorenz and JonesMay 2019 to Aug 2020
- Jersey Mike's SubsMar 2019 to May 2019
- Liberty UniversityAug 2018 to May 2024
- Hy-veeMay 2015 to Jun 2018
- StudentJul 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Lifeguide Financial Advisors, LLC
$562.9MAssets managed
778Clients
16Advisers
10 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
- 7959913
- Firm CRD
- 284842