Bruce Edward Murphy

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1995 → Present
  Princor Financial Services Corporation
  Cleveland, OH
• 11/2010 → Present
  Falling Water Financial Group Inc
  Cleveland, OH

Other Businesses

***FALLING WATER FINANCIAL GROUP. 2004-PRESENT. WORKS WITH BUSINESS OWNERS TO ASSIST ON THEIR NEEDS FOR MED, DENTAL, LTD, STD, AND GRP LIFE BENEFITS. **OUTSIDE INSURANCE, SELLING AND SERVICING GROUP MEDICAL, DENTAL, LONG TERM DISABILITY AND VISION, INDIVIDUAL FIXED LIFE, LONG TERM CARE, LONG TERM DISABILITY, 5/8/12.***Fixed Insurance, Annuities, 09/13/16.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-07-21