Cetera Investment Advisers
41yrs
Top advisor by experience in Mechanicsburg
3yrs
Stephen Bruce
Financial advisor at Lifeguide Financial Advisors
Stephen Bruce has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Mechanicsburg, Pennsylvania. Stephen joined Lifeguide Financial Advisors in 2024, a firm offering financial planning and investment management. Stephen holds the CFP® designation.
One of 168 advisors with offices in Mechanicsburg, and one of 157 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office400 W Main St., Mechanicsburg, PA 17055
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$718,157
Advisors at the firm16
States licensed ?1 state
Services through Lifeguide Financial Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowLifeguide Financial Advisors, LLCCurrent firm
Contact Stephen
(717) 796-1700Lifeguide Financial Advisors main office 400 W Main St.Mechanicsburg, PA 17055Office · Get directions LinkedIn pageLifeguide Financial Advisors
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Lifeguide Financial Advisors at (717) 796-1700 and ask for Stephen Bruce. Stephen works from the Mechanicsburg, PA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Stephen hold?
Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Lifeguide Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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