Brian
Brunner
Centerpoint Wealth Management, LLC
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About this Advisor
Brian Brunner is a certified financial planner who works in Zionsville, Indiana with a total of 14 years of relevant experience. Brunner currently works for Centerpoint Wealth Management, LLC. They have spent all of their time as a financial advisor at Centerpoint Wealth Management, Llc. Brunner holds Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana and Texas. Centerpoint Wealth Management, LLC is a registered investment firm that has its headquarters in Zionsville, IN. It oversees $226 million in total assets between its 278 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 278 accounts, 62% belong to high-net-worth clients who have at least $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees largely depend on which service is provided. However, fees billed by Centerpoint Wealth Management, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centerpoint Wealth Management, LLC Brokerage Details
$225,844,412
4
278
$812,390
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
- Other
Brian Brunner Work History
Brian has been registered as a financial advisor for 14 years.*
Centerpoint Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Brunner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Centerpoint Wealth Management, LLC
Zionsville, IN
Zionsville, IN
Zionsville, IN
Zionsville, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
