Kevin Bruner
Kevin Bruner is a registered investment advisor at Harbour Investments, INC., based in Weston, WI, with 30 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
3717 Schofield Ave, Weston, WI, 54476
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is an independent insurance agent, including equity indexed annuities, through Bruner Financial Services, Inc., taking about a quarter of his time during trading hours and about 10-20% of his time after hours. He also owns 50% of Buska and Bruner Financial Services, Inc. and receives renewal commissions for insurance, spending no time on this activity, owns 50% of Mountain Bay Properties, LLC, and owns rental property through AirB&B and/or VRBO, spending about 10-20% of his time during trading hours and about 10-20% of his time after hours.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Iac Securities, INC.Broker
State Registrations8 states
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