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David Brunswick

32 Years of Experience
1 DisclosureBrokerSells Insurance

David Brunswick is a registered investment advisor at G. A. Repple & Company, based in Wake Forest, NC, with 32 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 3,487 clients with $610M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,487 clients
Average Client Portfolio
$176K average
Assets Under Management
$614.7M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$75

G.A. Repple & Company offers investment management services where advisors manage your investments. These accounts can be managed with or without your prior approval for each trade. You can also access third-party asset managers through GAR. Fees vary depending on the program chosen.

Direct Asset Management Services offer both wrap and non-wrap fee options. Wrap accounts bundle advisory and transaction fees into one fee. Non-wrap accounts charge advisory fees and separate transaction fees.

GAR also offers the GA Repple Optimized Investment Platform wrap program with ETF and Biblically Responsible Investing strategies. FMAX wrap programs and UMA programs are also available. Fees are calculated monthly or quarterly and may be billed in advance or arrears.

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Location

335 S. White Street, Suite E, Wake Forest, NC, 27587

Get directions

History

Regulatory History (1)
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Customer Dispute
September 2016
Denied
Other Business ActivitiesSells Insurance

David is an insurance agent selling life, long-term care (LTC), and fixed insurance products since 2013, dedicating a few hours per week to this activity. He also provides financial planning services, spending nearly full-time hours on this investment-related activity.

Employment History
Current Registrations
G. A. Repple & Company
September 2013 - Present · 12 yrs 7 mos
G. A. Repple & CompanyBroker
September 2013 - Present · 12 yrs 7 mos
Previous Registrations
Allstate Financial Advisors, LLC
November 2011 - September 2013 · 1 yr 10 mos
Allstate Financial Services, LLCBroker
December 2010 - September 2013 · 2 yrs 9 mos
G. A. Repple & Company
August 2007 - December 2010 · 3 yrs 4 mos
G. A. Repple & CompanyBroker
November 2002 - December 2010 · 8 yrs 1 mo
Oneamerica Securities, INC.Broker
June 1998 - November 2002 · 4 yrs 5 mos
American United Life Insurance CompanyBroker
June 1998 - December 2001 · 3 yrs 6 mos
Bma Financial Services, INC.Broker
September 1993 - April 1998 · 4 yrs 7 mos
State Registrations30 states
ALARCACOCTDCFLGAINKYMAMDMEMSNCNHNJNMNYOHOKORPARISCTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Brunswick - Financial Advisor | TrueAdvisor