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Barry Brundage

36 Years of Experience
St Cloud, MN
Broker

Barry Brundage is a registered investment advisor at Cetera Investment Advisers LLC, based in St Cloud, MN, with 36 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

400 1st St S Ste 300, St Cloud, MN, 56301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Barry works full-time as an advisor for CUNA Brokerage Services since 2020. He also provides wealth management consulting services under the DBA TruStage Wealth Management Consulting Services since May 2023.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2025 - Present · 6 mos
Cetera Investment Services LLCBroker
October 2025 - Present · 6 mos
Cetera Investment Services LLC
October 2025 - Present · 6 mos
Previous Registrations
CUNA Brokerage Services, INC.Broker
January 2024 - February 2024 · 1 mo
LPL Financial LLCBroker
May 2022 - September 2025 · 3 yrs 4 mos
LPL Financial LLC
May 2022 - September 2025 · 3 yrs 4 mos
CUNA Brokerage Services, INC.
December 2021 - May 2022 · 5 mos
CUNA Brokerage Services, INC.Broker
November 2020 - May 2022 · 1 yr 6 mos
CUNA Brokerage Services, INC.
November 2020 - March 2021 · 4 mos
U.S. Bancorp Investments, INC.Broker
March 2011 - October 2020 · 9 yrs 7 mos
Comerica Securities
October 2007 - December 2010 · 3 yrs 2 mos
Comerica SecuritiesBroker
October 2007 - December 2010 · 3 yrs 2 mos
Wells Fargo Investments, LLC
April 2004 - October 2007 · 3 yrs 6 mos
Wells Fargo Investments, LLCBroker
April 2004 - October 2007 · 3 yrs 6 mos
Banc of America Investment Services, INC.Broker
July 1999 - April 2004 · 4 yrs 9 mos
Banc of America Investment Services, INC.
May 1998 - April 2004 · 5 yrs 11 mos
Ba Investment Services, INC.Broker
July 1989 - July 1999 · 10 yrs
Financial Network Investment CorporationBroker
April 1989 - June 1989 · 2 mos
State Registrations1 state
UT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.