Mitchell Brunner (CRD# 7125224) is an Investment Advisor Representative working at Spc in Okemos, MI and has over 3 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spc | Ann Arbor, MI | Oct 2020 - Current | 3 |
| Sigma Finanical Corporation | Ann Arbor, MI | May 2019 - Current | 5 |
| Michigan State University | East Lansing, MI | Aug 2015 - May 2019 | 3 |
| Michigan State Senate - The Office Of Senator Tonya Schuitmaker | Lansing, MI | May 2018 - Dec 2018 | < 1 |
| General Nutrition Center | East Lansing, MI | Feb 2017 - Sep 2017 | < 1 |
| Domino's Pizza | Okemos, MI | Mar 2017 - May 2017 | < 1 |
| Landmark Landscape, Inc. | Haslett, MI | May 2016 - Aug 2016 | < 1 |
| Coral Gables Restaurant | East Lansing, MI | May 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- AR
- CA
- FL
- IL
- MA
- MI
- TX
- VA
-
Total Assets Under Management5,563MILLIONS
-
Total Number of Accounts30,541ACCOUNTS
-
Average Account Value$182,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.