BROOKFIELD, Wis. – Roxanna Bruss, Financial Advisor for North Shore Investment Services, recently attended Cetera Financial Group’s Wealth Management University in Austin, Texas with over 200 other attendees. After participating in the conference classes and taking the exam, Bruss obtained her the Accredited Investment Fiduciary® (AIF®) designation.
This invitation-only conference, which attracts advisors associated with the retail investment advisory firms of Cetera Financial Group from across the United States, opened with a welcome speech provided by Cetera Financial Group CEO Robert Moore. The remainder of the conference consisted of highly intensive training and professional engagement amongst advisors.
![Roxanna Bruss]()
Bruss, who has been fulfilling the financial needs of individuals and businesses in Green Bay, Appleton and Door County areas of Wisconsin with North Shore Investment Services since 2016, has 5 years of experience in the financial services industry.
Wealth Management University provides experienced advisors with an opportunity to take a comprehensive learning approach to important subjects such as serving high-net-worth clients, working with business owners, acting as a fiduciary, implementing behavioral finance strategies and more.
Per usual, there were numerous designation and masters course offerings available to attendees. Cannon Financial Institute offered both its Certified Wealth Strategist designation along with its Certificate in Applied Behavioral Finance course led by Clark Brown. There was also a newly-offered masters course led by John Brown of Business Enterprise Institute titled Business Owner Exit Planning. For advisors who want to take a proactive approach to the fiduciary standard by implementing prudent compliance practices, the Accredited Investment Fiduciary® (AIF®) designation was also available.
“With the new fiduciary era that our industry is experiencing, it is critical that I continue to hone my expertise by engaging in events like Wealth Management University,” said Bruss. “Aside from participating in the multiple comprehensive educational workshops offered, I was able to network and exchange ideas with numerous industry peers. I look forward to integrating the components of the Advice Centric Experience into my practices and further advancing the financial goals of my clients.”
The program offered additional insights from some of the industry’s leading experts, such as:
North Shore Bank, headquartered in Brookfield, has assets of $1.9 billion and 46 offices throughout eastern Wisconsin and northern Illinois. Wisconsin locations are in metro Milwaukee, Ozaukee County, Racine, Kenosha, Appleton, Menasha, Green Bay and surrounding areas, Burlington, Union Grove, Muskego, and Door County. Locate a North Shore Bank office. You can also connect with the bank on Facebook, Twitter, Pinterest, and Instagram.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRASIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with North Shore Bank or its related companies. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
This invitation-only conference, which attracts advisors associated with the retail investment advisory firms of Cetera Financial Group from across the United States, opened with a welcome speech provided by Cetera Financial Group CEO Robert Moore. The remainder of the conference consisted of highly intensive training and professional engagement amongst advisors.
Bruss, who has been fulfilling the financial needs of individuals and businesses in Green Bay, Appleton and Door County areas of Wisconsin with North Shore Investment Services since 2016, has 5 years of experience in the financial services industry.Wealth Management University provides experienced advisors with an opportunity to take a comprehensive learning approach to important subjects such as serving high-net-worth clients, working with business owners, acting as a fiduciary, implementing behavioral finance strategies and more.
Per usual, there were numerous designation and masters course offerings available to attendees. Cannon Financial Institute offered both its Certified Wealth Strategist designation along with its Certificate in Applied Behavioral Finance course led by Clark Brown. There was also a newly-offered masters course led by John Brown of Business Enterprise Institute titled Business Owner Exit Planning. For advisors who want to take a proactive approach to the fiduciary standard by implementing prudent compliance practices, the Accredited Investment Fiduciary® (AIF®) designation was also available.
“With the new fiduciary era that our industry is experiencing, it is critical that I continue to hone my expertise by engaging in events like Wealth Management University,” said Bruss. “Aside from participating in the multiple comprehensive educational workshops offered, I was able to network and exchange ideas with numerous industry peers. I look forward to integrating the components of the Advice Centric Experience into my practices and further advancing the financial goals of my clients.”
The program offered additional insights from some of the industry’s leading experts, such as:
- David Richman, Director, Eaton Vance Advisor Institute, “Capturing Today’s Referable Moments”
- Tony Crescenzi, Portfolio Manager, EVP, Marketing Strategist, PIMCO, “Perspectives on the Global Economy, US Fiscal and Fed Policy: Insights from PIMCO”
- Sanford Leeds, Distinguished Sr. Lecturer, McCombs School of Business, “Insights from the Fed and Markets”
- Mark Quinn, Director of Regulatory Affairs, Cetera Financial Group, “DOL Rule Impact”
North Shore Bank, headquartered in Brookfield, has assets of $1.9 billion and 46 offices throughout eastern Wisconsin and northern Illinois. Wisconsin locations are in metro Milwaukee, Ozaukee County, Racine, Kenosha, Appleton, Menasha, Green Bay and surrounding areas, Burlington, Union Grove, Muskego, and Door County. Locate a North Shore Bank office. You can also connect with the bank on Facebook, Twitter, Pinterest, and Instagram.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRASIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with North Shore Bank or its related companies. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.