AdvisorOS Directory
Claim Profile
RB

Randall Thomas Bruns

MODEL WEALTH , INC.·NAPERVILLE, Illinois
Unclaimed Profile
55 S. MAIN ST., NAPERVILLE, IL 60540CRD# 4416255Firm CRD# 299798
01

About

Randall Thomas Bruns is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with MODEL WEALTH , INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MODEL WEALTH , INC.
MODEL WEALTH
AUM
$200M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MODEL WEALTH , INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4416255
Firm CRD# 299798
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPERVILLE?

Browse all registered financial advisors in NAPERVILLE, Illinois or claim this profile if it's yours.

Browse NAPERVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Randall Thomas Bruns offer?
Randall Thomas Bruns specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Randall Thomas Bruns's credentials?
Randall Thomas Bruns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Randall Thomas Bruns located?
Randall Thomas Bruns is based in NAPERVILLE, Illinois, working with MODEL WEALTH , INC.. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Randall Thomas Bruns charge for services?
Randall Thomas Bruns's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MODEL WEALTH , INC.?
MODEL WEALTH , INC. has approximately 4 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NAPERVILLE
John David Eberle — FIDUCIARY FINANCIAL PARTNERS, LLCNicholas Michael Economos — FIDUCIARY FINANCIAL PARTNERS, LLCJohn Bishop Hillman — FIDUCIARY FINANCIAL PARTNERS, LLCThomas Edward Herman — CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLCChris Warning — CW INVESTMENT MANAGEMENT, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile