Heather Bruntz (CRD# 7769133) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has 1 year of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services | Omaha, NE | Jul 2023 - Current | < 1 |
Sagespring Wealth Partners | Omaha, NE | Jun 2023 - Current | < 1 |
Unemployed | Papillion, NE | May 2023 - Jul 2023 | < 1 |
Cues School System | Omaha, NE | Nov 2022 - May 2023 | < 1 |
Unemployed | Papillion, NE | May 2020 - Nov 2022 | 2 |
Millard Public Schools | Omaha, NE | Aug 2017 - May 2020 | 2 |
Unemployed | Papillion, NE | May 2016 - Aug 2017 | 1 |
Millard Public Schools | Omaha, NE | Aug 2011 - May 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- NE
-
Total Assets Under Management5,503MILLIONS
-
Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- 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
- Pension consulting services
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
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