Allan Brunmeier (CRD# 1048314) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grand Blanc, MI and has over 41 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Grand Blanc, MI | Jan 2024 - Current | < 1 |
| Woodbury Financial Services, Inc. | Rochester, MI | Mar 2019 - Current | 5 |
| The Advisors Resource Group Inc. | Rochester , MI | Jan 1999 - Current | 25 |
| Woodbury Financial Services, Inc. | Rochester, MI | Mar 2019 - Jan 2024 | 4 |
| Questar Capital Corporation | Minneapolis, MN | Feb 2002 - Mar 2019 | 17 |
| Questar Asset Management | Minneapolis, MN | Feb 2002 - Mar 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1982 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1997 |
- MI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- 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
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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