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Robert P. Bruns, Cima® Email & Phone Number

Wealth Advisor at NFA Wealth Management
Location: Katy, Texas, United States 7 work roles 1 school
1 work email found @tnfa.net LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email r****@tnfa.net
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Current company
NFA Wealth Management
Role
Wealth Advisor
Location
Katy, Texas, United States
Company size
23 employees

Who is Robert P. Bruns, Cima®? Overview

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Quick answer

Robert P. Bruns, Cima® is listed as Wealth Advisor at NFA Wealth Management, a with 23 employees, based in Katy, Texas, United States. AeroLeads shows a work email signal at tnfa.net and a matched LinkedIn profile for Robert P. Bruns, Cima®.

Robert P. Bruns, Cima® previously worked as Vice President, Business Development at Ascendant Advisors and Business Development Manager at Invesco. Robert P. Bruns, Cima® holds Bba, Finance from Sam Houston State University.

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Email format at NFA Wealth Management

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*@tnfa.net
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AeroLeads found 1 current-domain work email signal for Robert P. Bruns, Cima®. Compare company email patterns before reaching out.

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Profile bio

About Robert P. Bruns, Cima®

Since 1998, I have worked in the Financial Services Industry as an Investment Consultant and Financial Advisor.My practice is focused on financial and investment planning while my advice is designed to meet the lifetime and multi-generational financial objectives of individuals, families, & business owners. My duty is to understand my client’s long-term goals and then offer them the best planning & investment vehicles to fulfill those objectives, while completing this task in a highly ethical, prudent and professional manner. It is my job to preserve the client’s capital and then work aggressively to help maximize the client’s return. Examples of the goals of clients I assist with are:- The endowment of a retirement income they will never outlive;- A sound and efficient retirement plan for business owners and their employees;- The ability to afford the best education for which their children and grandchildren qualify for;- Passing on significant legacies to the people they love and must eventually leave behind.I hold the Certified Investment Management Analyst (CIMA) designation and I am a member of the Investments and Wealth Institute.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts, LLC and NFA Wealth Management are separate entities from LPL Financial.For hyperlinks to FINRA and SIPC, please refer to the website section above.LPL Financial registered representatives may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Listed skills include Retirement Planning, Mutual Funds, Wealth Management, 401K, and 22 others.

Current workplace

Robert P. Bruns, Cima®'s current company

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NFA Wealth Management
Nfa Wealth Management
Wealth Advisor
san antonio, texas, united states
Website
tnfa.net
Employees
23
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7 roles

Robert P. Bruns, Cima® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Nfa Wealth Management

Katy/Houston, Texas & San Antonio, Texas

Financial, Retirement, & Investment Planning for Individuals, Families, & Business Owners.

Dec 2011 - Present

Vice President, Business Development

Ascendant Advisors

Represented Ascendant's 40 year proprietary Quantitative Investment Process and Separately Managed Account Portfolios to Senior Executives, High Net Worth Families, Endowments, & Charitable Trusts while providing personalized customer service including direct access to our investment committee.

Nov 2010 - Nov 2011

Business Development Manager

Invesco

Responsible for solution based wholesaling of Invesco mutual funds to financial advisors of a specific national broker dealer in the Great Lakes and Northeast region. Maximize all sales opportunities throughout assigned territory and maintain partnership with existing external and internal wholesalers. Travel within territory 20 - 40% conducting proactive meetings including seminars, group presentations, & one-on-one appointments.

Sep 2009 - Nov 2010

Regional Investment Consultant

Invesco Aim

Worked with Invesco's Direct Investors to analyze their portflio risk metrics, assess their specific investment goals, risk tolerance & time horizon and, using Modern Portfolio Theory, bulid a suitable portfolio allocation.

Mar 2006 - Jan 2010

Regional Sales Director

Invesco Aim

Consultant for Independent financial advisors in Iowa. Met with clients in one on one and group office meetings, performed public speaking at Broker Dealer conferences and advisor client events. Products included: Mutual funds, SMA's, Retirement Plans, & VA's.

Jan 2002 - Jan 2006

Business Development Consultant

Aim Funds

Worked closely with Financial Advisors regarding Modern Portfolio Theory and client portfolio allocation strategies as well as client acquisition, maximizing client service models, & positioning specific AIM mutual funds, which specifically supported the investor's risk profile, time horizon, goals, & portfolio risk metrics.

Apr 1998 - Jan 2002

Combat Signaler

Us Army

Baumholder, West Germany

Communications Leader for Combat Engineering Battalion

Jun 1987 - Nov 1990
Team & coworkers

Colleagues at NFA Wealth Management

Other employees you can reach at tnfa.net. View company contacts for 23 employees →

TH Tori H. Tori H. Colleague at Nfa Wealth ManagementSan Antonio, Texas, United States View → GR Ginger Robbins Ginger Robbins Colleague at Nfa Wealth ManagementLuling, Texas, United States View → JA Jessica Alvarez Jessica Alvarez Colleague at Nfa Wealth ManagementSan Antonio, Texas, United States View → CO Carleen O'Brien Carleen O'Brien Colleague at Nfa Wealth ManagementSan Antonio, Texas, United States View → MF Madison Franklin Madison Franklin Colleague at Nfa Wealth ManagementSan Antonio, Texas, United States View → MV Marissa Vega Marissa Vega Colleague at Nfa Wealth ManagementSan Antonio, Texas, United States View → GP Grace Parsons Grace Parsons Colleague at Nfa Wealth ManagementSan Antonio, Texas, United States View → LW Lauren Wheeler Lauren Wheeler Colleague at Nfa Wealth ManagementSan Antonio, Texas, United States View → KB Kent Boatwright Kent Boatwright Colleague at Nfa Wealth ManagementSan Antonio, Texas Metropolitan Area, United States View → AR Angela Rivera Angela Rivera Colleague at Nfa Wealth ManagementSan Antonio, Texas, United States View →
1 education record

Robert P. Bruns, Cima® education

FAQ

Frequently asked questions about Robert P. Bruns, Cima®

Quick answers generated from the profile data available on this page.

What company does Robert P. Bruns, Cima® work for?

Robert P. Bruns, Cima® works for NFA Wealth Management.

What is Robert P. Bruns, Cima®'s role at NFA Wealth Management?

Robert P. Bruns, Cima® is listed as Wealth Advisor at NFA Wealth Management.

What is Robert P. Bruns, Cima®'s email address?

AeroLeads has found 1 work email signal at @tnfa.net for Robert P. Bruns, Cima® at NFA Wealth Management.

Where is Robert P. Bruns, Cima® based?

Robert P. Bruns, Cima® is based in Katy, Texas, United States while working with NFA Wealth Management.

What companies has Robert P. Bruns, Cima® worked for?

Robert P. Bruns, Cima® has worked for Nfa Wealth Management, Ascendant Advisors, Invesco, Invesco Aim, and Aim Funds.

Who are Robert P. Bruns, Cima®'s colleagues at NFA Wealth Management?

Robert P. Bruns, Cima®'s colleagues at NFA Wealth Management include Tori H., Ginger Robbins, Jessica Alvarez, Carleen O'Brien, and Madison Franklin.

How can I contact Robert P. Bruns, Cima®?

You can use AeroLeads to view verified contact signals for Robert P. Bruns, Cima® at NFA Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Robert P. Bruns, Cima® attend?

Robert P. Bruns, Cima® holds Bba, Finance from Sam Houston State University.

What skills is Robert P. Bruns, Cima® known for?

Robert P. Bruns, Cima® is listed with skills including Retirement Planning, Mutual Funds, Wealth Management, 401K, Investment Management, Financial Planning, Finance, and Life Insurance.

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