Bruce Primeau active positions
| Companies | Position | Start | End |
|---|---|---|---|
Summit Wealth Advocates LLC
 Summit Wealth Advocates LLC Investment ManagersFinance Part of Avantax, Inc., Summit Wealth Advocates LLC is a fee-only financial advisory firm that helps clients refocus their time and energy on what matters most to them. The company is based in Prior Lake, MN. The company offers an innovative planning process and tax-focused investment strategy. The company was founded by Bruce Primeau. Summit Wealth Advocates was acquired by Avantax Wealth Management, Inc. on August 22, 2023. | Founder | 2009-12-31 | - |
| President | 2009-12-31 | - |
Career history of Bruce Primeau
Former positions of Bruce Primeau
| Companies | Position | Start | End |
|---|---|---|---|
Wade Financial Group, Inc.
 Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Investment Committee Member | 2009-04-08 | 2010-07-31 |
| Sales & Marketing | 2009-04-08 | 2010-07-31 |
Training of Bruce Primeau
| University of St. Thomas | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Investment Committee Member | 1 |
| Sales & Marketing | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Wade Financial Group, Inc.
Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Finance |
Summit Wealth Advocates LLC
Summit Wealth Advocates LLC Investment ManagersFinance Part of Avantax, Inc., Summit Wealth Advocates LLC is a fee-only financial advisory firm that helps clients refocus their time and energy on what matters most to them. The company is based in Prior Lake, MN. The company offers an innovative planning process and tax-focused investment strategy. The company was founded by Bruce Primeau. Summit Wealth Advocates was acquired by Avantax Wealth Management, Inc. on August 22, 2023. | Finance |
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