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Bruce Stanley Hesse

Advisor at Cetera — Flemington, NJ St. Route 31

Updated today

Credentials

PFS™, Series 63, Series 65, Series 66

Experience

31 years

Location

Flemington, NJ 08822

Cetera logo

Cetera

Institution

Total advisors

10,190

Across 5,088 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Bruce Hesse is a financial advisor with Cetera, holding the PFS™ designation along with Series 63, 65, and 66 licenses. He has 31 years of industry experience, including roles at Avantax and 1st Global Advisors. Outside of advising, he serves as president of a condominium association in Lebanon, NJ, and owns a tree harvesting business in Maine. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and investment strategies.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Flemington, NJ St. Route 31

111 St. Route 31, Suite 114

Flemington NJ 08822

Advisors at this office

1

Most active in

New Jersey · Texas

Work history

31 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

El Segundo, CA

Ryan Financial

2025 - Present • 1 year

Flemington, NJ

Avantax Insurance Agency and/or Avantax Insurance Services

2023 - 2025 • 2 years

Flemington, NJ

Wealthspring Financial Partners LLC

2023 - 2025 • 2 years

Mt Arlington, NJ

Avantax Advisory Services

2019 - 2025 • 6 years

Flemington, NJ

Avantax Investment Services, Inc.

2019 - 2025 • 6 years

Flemington, NJ

Avantax Insurance Services, Inc.

2016 - 2025 • 9 years

Flemington, NJ

1st Global Capital Corp

2016 - 2019 • 3 years

Flemington, NJ

1st Global Advisors, Inc.

2016 - 2019 • 3 years

Flemington, NJ

Private Advisor Group, LLC

2016 - 2016 • 1 year

Morristown, NJ

1st Global Advisors Inc

2007 - 2016 • 9 years

Flemington, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nitin A

Series 65

Bridgewater, NJ

GA Advisors LLC

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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Chingtai H

Series 66

Princeton, NJ

Acorn Asset Management LLC

Chingtai Hung is a Series 66–licensed financial advisor with 26 years of industry experience, currently serving as the sole advisor at Acorn Asset Management LLC. Prior to founding Acorn, Hung held roles at Cambridge Investment Research and UBS Financial Services and operates a separate tax and accounting services firm. Outside of financial advising, Hung is a certified swim official and volunteers with USA Swimming and the NCAA Swimming and Diving organizations. Acorn Asset Management LLC is an independent advisory firm managing approximately $6.6 million in discretionary assets. The firm offers discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional investors, employing fundamental analysis with a focus on long-term, income-oriented strategies tailored to client risk profiles.

General tax planning Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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Bryan Z

CFP®, Series 63, Series 65

Flemington, NJ

Hearthstead Financial, LLC

Bryan Zegar is a CFP® professional with six years of experience in the financial services industry. He is the principal advisor at Hearthstead Financial, LLC, where he has worked since 2025. Prior to this, he spent seven years at Ameriprise and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of finance, he is involved with Allshapes Bonsai Nursery, where he assists with inventory management, customer support, and technology. Hearthstead Financial is a registered investment adviser that provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a mixed-methods investment approach combining fundamental and charting analysis with mutual fund and ETF evaluation, focusing on both passive and active strategies implemented on a non-discretionary basis.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Kurtis B

Series 63, Series 66

Princeton, NJ

Certified Wealth Management & Investment LLC

Kurtis Baker is a financial advisor at Certified Wealth Management & Investment LLC in Princeton, NJ, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has operated his own advisory business since 1998 and has been president and owner of Alternate Mortgage & Investment Corp. since 1986. Outside of his advisory work, Baker serves on the boards of the National Alliance on Mental Illness and the Everybody Loves Kenny Project, focusing on mental health education and fundraising. Certified Wealth Management & Investment LLC provides investment supervisory services, financial planning, and advisory consulting to individual and high-net-worth clients. The firm employs a fundamental analysis and tailored asset allocation approach, utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, REITs, and private placements.

Wealth management Cash flow / budgeting
user avatar

Peter C

Series 63, Series 65

Princeton, NJ

Patton Hall, LLC

Peter Carril is the managing member of Patton Hall, LLC, an independent advisory firm based in Princeton, NJ. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, all with Patton Hall. Patton Hall provides discretionary asset management to individuals and high-net-worth clients, using a combination of fundamental, technical, and economic analysis to guide investment decisions. The firm manages accounts separately with ongoing portfolio reviews and offers personalized strategies based on client goals, risk tolerance, and time horizons.

Wealth management Tax-loss harvesting
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Walter G

Series 66

Princeton, NJ

K R Financial LLC

Walter Gilmore is a financial advisor at K R Financial LLC with 19 years of industry experience. He holds a Series 66 designation and has been involved with multiple firms, including Alpha Fiduciary, ClearShares LLC, The Gilmore Firm, LLC, and Clearbrook LLC. Outside of his advisory roles, he is a practicing attorney at The Gilmore Firm LLC. K R Financial serves high-net-worth individuals, families, trusts, estates, charitable organizations, and corporations by providing discretionary securities portfolio management and comprehensive family office services. The firm’s investment approach centers on detailed financial analysis to manage risk and align portfolios with client objectives, supported by integrated brokerage, tax, and accounting capabilities.

General tax planning Wealth management Charitable giving & philanthropy Business Financial Management Founder/Business Owner
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