Patrick
Brunner
Fiduciary Financial Advisors
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About this Advisor
Patrick Brunner is a financial advisor based in Grand Rapids, Michigan, working with Fiduciary Financial Advisors. Patrick has previously held positions at New York Life Insurance Company, Nylife Securities LLC, 2M Financial Group (Nyl Dba), United Wholesale Mortgage, Michigan State University, Marine Corp Reserve, and Fiduciary Financial Advisors. Patrick has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Patrick is part of Fiduciary Financial Advisors, which operates out of Grand Rapids, Michigan. The firm has 8 offices and 27 employees. The firm manages assets totaling $555.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Fiduciary Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiduciary Financial Advisors Brokerage Details
$555,420,848
27
1,294
$429,228
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Patrick Brunner Work History
Fiduciary Financial Advisors
New York Life Insurance Company
2M Financial Group (Nyl Dba)
Nylife Securities LLC
United Wholesale Mortgage
Michigan State University
Marine Corp Reserve
Disclosures
Please visit the SEC profile of Patrick Brunner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
