John Brunk, financial advisor The Dalles OR
93 score

John Brunk

CRD Number: 1823893
Current Firm: Cetera Investment Advisers LLC

John Brunk (CRD# 1823893) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in The Dalles, OR and has over 28 years of experience in the finance industry.

Similar Advisors
John Coats, financial advisor The Dalles OR
John B. Coats
CRD# 2784990
Eagle Strategies LLC
Score
96
Similar Advisors
John Phillips, financial advisor The Dalles OR
John H. Phillips
CRD# 4266892
Northside Capital Management LLC
Score
96
Similar Advisors
James Boss, financial advisor The Dalles OR
James D. Boss
CRD# 4148753
U.s. Bancorp Investments, Inc.
Score
93
Company Name Location Dates Years
Cetera Investment Advisers LLC The Dalles, OR Jan 2014 - Current 2
Columbia State Bank The Dalles, OR Jan 2010 - Current 6
Cetera Investment Services White Salmon, WA Jul 1997 - Current 19
Columbia River Bank The Dalles, OR Jul 1997 - Jan 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for John C. Brunk
Phone Number: 888-528-2987
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from John Brunk and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.