Bruce Roberts

Bruce Roberts

Investment Advisor Representative

Bruce has been forming genuine relationships with clients and colleagues since joining the financial services industry back in 1991. His transparency, dedication, and integrity, have helped many people reach their financial goals. His purpose is to see his clients "live their dream."

Although he advises on many different facets of financial planning, Bruce specializes in developing and monitoring retirement distribution strategies for clients at (or near) retirement. Bruce is a 1990 graduate of Northern Michigan University, where he majored in both Economics and Public Administration. He also  completed studies to be a Certified Financial Planner® (CFP®) licensee, which he still diligently maintains. He also holds life insurances in multiple states.

Bruce is a charter member of the Academy of Preferred Financial Advisors. In 2018 he became the co-founder of ERTS Wealth Advisors, LLC, which is an independent Registered Investment Advisory (RIA) firm. Despite his independent practice he still mentors many financial advisors in the RIA space as well as the broker/dealer world. 

Bruce lives in the Marquette area with his wife of 27 years, Pam and  two sons: Noah and Heston. Bruce is also involved in the local community, where he has served on numerous profit and nonprofit boards. He's also coached youth in soccer, baseball, and robotics. Currently he is an active member of the Bethel Baptist Church and Marquette Golf Club. In his spare time, Bruce likes to travel with his family, cross country ski, and golf.