Thomas
Brunz

Fidelity Personal And Workplace Advisors

CRD#5265297
Investment Advisor
in Englewood, CO

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About this Advisor

Thomas Brunz is a financial advisor based out of Englewood, Colorado, with 12 years of professional experience. Brunz is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Cuna Brokerage Services, Inc, Alliant Credit Union, Lpl Financial, Cambridge Invesment Research Inc, Lawing Financial Inc, Cuso Financial Services, Lp, Bellco Credit Union and Fidelity Investments. Brunz has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Colorado and Texas. Fidelity Personal And Workplace Advisors is an advisory firm based in Englewood, Colorado. The investment advisory business has offices in 3,180 locations and a total of 11,220 financial advisors. It oversees $727 billion in assets across its 1,509,611 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 1,509,611 client accounts, 34% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors may include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

6501 S Fiddler'S Green Circle Ste 300 - 600
Englewood, CO 80111-4932

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$726,706,488,861

CO Average: $16,012,751,954
Total Number of Employees

11,220

CO Average: 118
Total Number of Accounts

1,509,611

CO Average: 4,567
Average Account Size

$481,387

CO Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Thomas Brunz Work History

Thomas has 12 years of experience.

2021 - Present (1 year)

Fidelity Investments

2018 - 2020 (2 years)

Bellco Credit Union

2015 - 2020 (5 years)

Cuso Financial Services, Lp

2013 - 2013 (< 1 year)

Cambridge Invesment Research Inc

2013 - 2015 (2 years)

Lawing Financial Inc

2012 - 2013 (1 year)

Lpl Financial

2011 - 2013 (2 years)

Alliant Credit Union

2010 - 2012 (2 years)

Cuna Brokerage Services, Inc

Disclosures

Thomas Brunz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Cameron Simmons
Leawood, KS
Haley Clavenna
Katy, TX
Michael Tran
Palo Alto, CA
Robert Robinson
Atlanta, GA
Sirak Teodros
Boston, MA
Andrew Tomlinson
Boston, MA
Amanda Prescott
The Villages, FL
Jonathan Garza
Boston, MA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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