Matthew Brunner (CRD# 6044187) is an Investment Advisor Representative working at Compass in Fairfield, CT and has over 12 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
M & G Brunner LLC | Fairfield, CT | Jun 2019 - Current | 4 |
Gradient Securities, LLC | Arden Hills, MN | Jan 2016 - Current | 8 |
Comprehensive Planning Associates, Ltd. | Fairfield, CT | Jul 2012 - Current | 11 |
Comprehensive Planning Associates, Ltd | Fairfield, CT | Mar 2012 - Current | 12 |
Comprehensive Planning Associates, Ltd. | Fairfield, CT | Oct 2011 - Current | 12 |
Fishing With Matt And Josh | Westbrook, ME | Jan 2007 - Apr 2023 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
S63 | Uniform Securities State Law Examination | Mar 2016 |
- CT
- FL
- NY
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts128ACCOUNTS
-
Average Account Value$274,405
- 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
- Educational seminars/workshops
CT, FL, NY
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.