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Advisors / Wisconsin / Fond Du Lac
5yrs

Robert Bruce

Financial advisor at Edward Jones

Fond Du Lac, WI 54935Fiduciary advisor
Call the officeDirections

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
Office68 North Main Street, Fond Du Lac, WI 54935
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Combined State Law Examination

Career

  1. 2021 – now
    Edward JonesCurrent firm

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Robert

How do I contact Robert?

Call Edward Jones at 314-515-2000 and ask for Robert Bruce. Robert works from the Fond Du Lac, WI office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2021, about 5 years. 5 years in the industry.

What licenses does Robert hold?

Series 66. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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