Company

BRUNER Wealth Management, LLC

Investment Management Mountville, Pennsylvania 6 employees

Employees: 6

brunerwealth.com LinkedIn

BRUNER Wealth Management, LLC Overview

Headquarters: Mountville, Pennsylvania
Website: brunerwealth.com
Industry: Investment Management
Employees: 6
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Fee-Based Investments Financial Planning Estate/Legacy Strategies Retirement Income Strategies

About BRUNER Wealth Management, LLC

Welcome to the family! Robert W. Bruner is a licensed Registered Representative and Investment Advisor Representative. He is licensed and registered for securities and/or insurance in AZ, CA, DE, FL, GA, KS, MD, MO, NJ, NY, OH, PA. If you live outside of PA, contact us to be sure we are registered in your state. Securities and investment advisory services offered through 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡, 𝐈𝐧𝐜., member FINRA/SIPC. 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡 is separately owned and other entities and/or marketing names, products or services referenced here are independent of 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡. 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡 does not provide tax or legal advice.

BRUNER Wealth Management, LLC Contact Details

People in AeroLeads: 3

BRUNER Wealth Management, LLC Org Chart

Sample employees and titles

Name	Title	Contact
Sonya Purdy	Administrative Assistant at Bruner	View
Caleb Onasch	Operations Manager at Bruner Wealth	View
Abigail Lieb	Client Relations Specialist @ Bruner	View

Employees by Management Level

Manager 1 profile

Individual contributor 1 profile

Associate / junior 1 profile

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