Profile
Mr. Bruce R.
Mohr is a Wealth Management Advisor at TBFM LLP.
He is skilled at identifying sound and profitable investment opportunities.
He chairs the firm's investment policy committee and maintains oversight of the portfolio management function for equity and fixed income securities.
He has over 30 years of investment management experience.
Formerly Vice President, Senior Portfolio Manager, and a member of the Board of Directors for First Security Investment Management, Inc., a regional registered investment advisory firm.
Mr. Mohr received his Bachelor of Science in Finance from Boise State University and an MBA from the University of Oregon.
Bruce Richard Mohr active positions
Companies | Position | Start |
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TBFM LLP
TBFM LLP Investment ManagersFinance TBFM LLP, do-business-as Buffington Mohr McNeal (BMN), is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 1998 by Melvin Buffington, Bruce Mohr and Carey McNeal. BMN provides wealth planning, retirement planning, and investment management services on a discretionary basis to individuals and families, foundations and endowments, municipal and state organizations, and small business entities. | Founder | 1998-03-31 |
Former positions of Bruce Richard Mohr
Companies | Position | End |
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West One Bank (Kalispell, Montana)
West One Bank (Kalispell, Montana) Regional BanksFinance West One Bank is a state chartered commercial bank. The company is based in Kalispell, MT. | Corporate Officer/Principal | 1990-12-30 |
Training of Bruce Richard Mohr
Boise State University | Undergraduate Degree |
University of Oregon | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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TBFM LLP
TBFM LLP Investment ManagersFinance TBFM LLP, do-business-as Buffington Mohr McNeal (BMN), is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 1998 by Melvin Buffington, Bruce Mohr and Carey McNeal. BMN provides wealth planning, retirement planning, and investment management services on a discretionary basis to individuals and families, foundations and endowments, municipal and state organizations, and small business entities. | Finance |
West One Bank (Kalispell, Montana)
West One Bank (Kalispell, Montana) Regional BanksFinance West One Bank is a state chartered commercial bank. The company is based in Kalispell, MT. | Finance |
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