Bruce Billeter has held the title Member at Twenty Twenty Investment Advisors,llc since October 2019, is a control person of the firm and directly owns between 50% and 75% of it. Bruce Billeter holds a BA in Finance from the University of Washington.
Twenty Twenty Investment Advisors,llc is a firm with $139M under management, 341 clients and 4 advisers across 5 offices, as of its July 2026 filing.
Bruce Billeter is Chief Investment Officer and co-owner of Twenty Twenty Investment Advisors, based in Spokane, WA. He joined the firm in 2019 and leads its investment strategy and portfolio management. In 1992, he moved to Spokane and began his career in investment finance, working with firms including Nelson Securities and Petersen Hastings Investment Management, and in 2007 he founded Billeter Wealth Management, Inc.
Bruce Billeter’s longest registration was 12 years at Billeter Wealth Management Inc. (2007–2019). Before joining Twenty Twenty Investment Advisors,llc in 2019, Bruce Billeter was registered through Billeter Wealth Management Inc. and Petersen Hastings Investment Management Inc.
- – present · 7 yearsMead, WA · Adviser representative · Firm CRD 128086
- Billeter Wealth Management Inc.– · 12 yearsMead, WA · Adviser representative · Firm CRD 142961
- Petersen Hastings Investment Management Inc– · 9 yearsKennewick, WA · Adviser representative · Firm CRD 110952
- Wealth Asset Managers– · 5 yearsSpokane, WA · Adviser representative · Firm CRD 14377
Investment adviser representative registrations
Bruce Billeter is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from September 2019; the most recent is Colorado, in May 2020.
- ColoradoSince 8 May 2020
- IdahoSince 19 September 2019
- TexasResidentSince 19 September 2019
- WashingtonSince 19 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 19 June 1995 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 June 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 May 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 April 1993 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bruce Ward Billeter
- CRD
- 1751156
- Firm
- Twenty Twenty Investment Advisors,llc · CRD 128086
- Role
- Member
- Office
- Mead, WA
- Registration
- Investment adviser registration
- In the industry since
- March 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 2020ia.com
Where does Bruce Billeter work?
Bruce Billeter has held the title Member at Twenty Twenty Investment Advisors,llc since October 2019, and is a control person of the firm.
Is Bruce Billeter a financial advisor?
Yes. Bruce Billeter has a current investment-adviser registration in Colorado, Idaho, Texas and Washington, through Twenty Twenty Investment Advisors,llc since September 2019.
How many years of experience does Bruce Billeter have?
Bruce Billeter has 29 years in the financial industry, since March 1997, across 4 adviser firms.
What exams has Bruce Billeter passed?
Bruce Billeter has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in April 1993.
Where did Bruce Billeter work before Twenty Twenty Investment Advisors,llc?
Before Twenty Twenty Investment Advisors,llc, Bruce Billeter was registered through Petersen Hastings Investment Management Inc, September 2002 to August 2012; Wealth Asset Managers, March 1997 to September 2002.
Where is Bruce Billeter based?
Bruce Billeter’s registered office is in Mead, WA.
Is Bruce Billeter registered with FINRA?
No. Bruce Billeter has no current broker registration.
How can I verify Bruce Billeter’s record?
Search CRD 1751156 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bruce Billeter’s full registration record.
