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Brian Joseph Brunner

CENTERPOINT WEALTH MANAGEMENT, LLC·ZIONSVILLE, Indiana
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56 N. MAIN STREET, ZIONSVILLE, IN 46077CRD# 4519903Firm CRD# 119656
01

About

Brian Joseph Brunner is a registered financial advisor based in ZIONSVILLE, Indiana, affiliated with CENTERPOINT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CENTERPOINT WEALTH MANAGEMENT, LLC
CENTERPOINT WEALTH MANAGEMENT, LLC
AUM
$288M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CENTERPOINT WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4519903
Firm CRD# 119656
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in ZIONSVILLE
Kimberly Jo Custer — WEALTH ADVISORY SOLUTIONS, LLCThomas Lee Hardin — CANTERBURY INVESTMENT MANAGEMENT, LLCBraden Michael Leonard — BML CAPITAL MANAGEMENT, LLCBryan Charles Haft — WEALTH ADVISORY SOLUTIONS, LLCTyler Ray Needler — WEALTH ADVISORY SOLUTIONS, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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