Patrick Brunner (CRD# 7515777) is an Investment Advisor Representative working at Fiduciary Financial Advisors in Grand Rapids, MI and has 1 year of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiduciary Financial Advisors | Grand Rapids, MI | Sep 2023 - Current | < 1 |
| New York Life Insurance Company | Grand Rapids, MI | Mar 2022 - Current | 2 |
| 2m Financial Group (nyl Dba) | Grand Rapids, MI | Mar 2022 - Current | 2 |
| Nylife Securities LLC | Grand Rapids, MI | Mar 2023 - Jul 2023 | < 1 |
| Unemployed | Grand Rapids, MI | Oct 2021 - Mar 2022 | < 1 |
| United Wholesale Mortgage | Pontiac, MI | Jan 2021 - Oct 2021 | < 1 |
| Unemployed | Grand Rapids, MI | May 2020 - Jan 2021 | < 1 |
| Michigan State University | East Lansing, MI | Aug 2018 - May 2020 | 1 |
| Marine Corp Reserve | Battle Creek, MI | Feb 2014 - Feb 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- MI
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Total Assets Under Management555MILLIONS
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Total Number of Accounts1,294ACCOUNTS
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Average Account Value$429,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AL, CA, CO, FL, IL, IN, MA, MI, MN, NC, NE, NH, NY, OH, OR, TN, TX, VA, WI
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