Broker Check
Bruce Beaty

Bruce Beaty

Investment Advisor Representative

Bruce Beaty has been a student of and an advocate for financial education his entire adult life.  Since 1996 he has been sharing knowledge with clients and colleagues alike.  His passion for learning and sharing has helped him create hundreds of holistic retirement plans, built to sustain common retirement risks.  Retirement is one of the most important items we should all be planning for, but it can be complex.  Bruce believes that with collaboration from his clients, that they can create simple solutions that meet their retirement goals.

Bruce holds both a Bachelor's in Finance and a Master's degree in Business Administration from Iowa State University.  A lifelong student of the financial services industry, Bruce has earned designations from the American College of Financial Services, including Retirement Income Certified Professional (RICP), Chartered Senior Advisor (CSA), and Life and Annuity Certified Professional.  He first obtained a life insurance license in April of 1996 and a securities license in 1997 while attending college and interning in a financial planning organization.

When Bruce isn't helping Americans retire, he spends time with his wife, Rayna and their 11-year old daughter McKenzie.  His two oldest are away at college.  Bruce and his family spend a lot of time traveling and exploring new areas but finds his happiest times just being at home watching the view from his back patio.

Advisory services offered through Madison Avenue Securities, LLC (“MAS”), a Registered Investment Advisor. MAS and Heartland Investment Advisory Services are not affiliated entities.

CA Insurance License #OH69548