Bruce A. Kelm - Morgan Stanley Financial Advisor - SANTA ROSA, CA
Morgan Stanley
Bruce A. Kelm, CFP
Vice President
Financial Advisor
tel: (707) 571-5722
toll-free: (800) 752-5340 
fax: (707) 524-1099

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

  • Redwood Empire Food Bank
    Board Director
    Santa Rosa, CA
  • North Bay Angels
    Santa Rosa, CA
  • Schools Plus
    Founder, Endowment Committee
    Santa Rosa, CA
  • Asset Management
  • Wealth Management
  • Corporations
  • Corporate Pension Funds
  • Financial Planning
  • Access to Lending Services
  • Retirement Planning
  • Qualified Retirement Plans
  • Corporate Cash Management
  • Business Planning
  • Cash Management
  • Business Succession Planning
  • Professional Portfolio Management
  • Education Planning
  • Corporate Retirement Plans
  • 401(k) Rollovers
  • Defined Contribution Plans
  • Insurance Services
  • Annuities
  • Life Insurance
Education and Licensing
  • Bachelor of Arts - Math and Economics, 1980
    Lawrence University
    Appleton, WI
  • MBA, 1982
    Northwestern University
    Evanston, IL
  • Certified Financial Planner
  • Series 7, 63, 65 & 66 Licensed
  • Life, Variable Annuity & Long Term Care Insurance Licensed
Business Experience
  • 2008 - Present: Morgan Stanley*
  • 0ver 25 years experience in financial services industry

Bulletin Board
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  • See May On the Markets from the Global Investment Committee featuring

    “Another Brick in the Wall” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the stock market has shrugged off a lot of dysfunction in Washington, unsettling news from abroad and an anemic GDP report. Stocks are working their way higher thanks to strong earnings growth.

    “In Europe, This Year Is Really Different” Politics commands the headlines, but the equity markets are looking at the improved fundamentals and they like what they see, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    “The Opportunity in Japanese Equities” For most of the past two months, so-called safe haven assets like the Japanese yen rose as investors started to question global reflation, and the higher yen pushed Japanese equities to the back of the global equity pack. Lisa Shalett, who heads up Wealth Management Resources and Investment & Portfolio Strategies, says the fundamentals suggest Japan should be a leader of the pack by the end of the year.

    • Plus, look for more on economics, investment strategy, fixed income, municipal bonds and a Healthcare Q&A featuring Andy Acker of the Janus Global Life Sciences Strategy Fund.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Bruce A. Kelm holds the following registrations:
Securities Agent: AZ, CA, FL, GA, IA, IL, MI, MO, MT, NC, NV, NY, OR, SC, WA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1268430

CA Insurance Lic. 0B04906
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