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Brian Joseph Brunner

CENTERPOINT WEALTH MANAGEMENT, LLC·ZIONSVILLE, Indiana
Series 65, Series 66Clean record23 years registeredCENTERPOINT WEALTH MANAGEMENT, LLC
56 N. MAIN STREET, ZIONSVILLE, IN 46077CRD# 4519903Firm CRD# 119656

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Joseph Brunner · ZIONSVILLE, IN
Registration
CRD #4519903 · CENTERPOINT WEALTH MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

WAVERLY ADVISORS, LLC
Oct 2024 – present
CENTERPOINT WEALTH MANAGEMENT, LLC
Dec 2009 – Dec 2024
ZIONSVILLE, IN
CENTER POINT CONSULTING, LLC
Feb 2003 – Dec 2008
ZIONSVILLE, IN
CENTER POINT CONSULTING, LLC
Nov 2002 – Dec 2002
CARMEL, IN
02

Registrations & Exams

FINRA examinations passed
Series 65
Series 66
Registration record
First registered · November 4, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CENTERPOINT WEALTH MANAGEMENT, LLC
CRD 119656 · SEC 801-61048
AUM
$288M
Regulatory assets under management
Employees
5
287 client accounts
Services offered by CENTERPOINT WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CENTERPOINT WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Brian Joseph Brunner offer?
Brian Joseph Brunner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ZIONSVILLE, Indiana for a consultation.
What are Brian Joseph Brunner's credentials?
Brian Joseph Brunner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Joseph Brunner located?
Brian Joseph Brunner is based in ZIONSVILLE, Indiana, working with CENTERPOINT WEALTH MANAGEMENT, LLC. Their office serves clients in the ZIONSVILLE metropolitan area and surrounding communities.
How does Brian Joseph Brunner charge for services?
Brian Joseph Brunner'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 CENTERPOINT WEALTH MANAGEMENT, LLC?
CENTERPOINT WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)FISHERS (14)WINONA LAKE (14)COLUMBUS (12)
City Guides
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