RB
CFP
RB
CFP

Robert Brunst

29 Years of Experience
Lincoln, CA
1 DisclosureBroker

Robert Brunst is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lincoln, CA, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

945 Orchard Creek Ln, Ste 103B, Lincoln, CA, 95648-8473

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History

Regulatory History (1)
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Customer Dispute
January 2011
Withdrawn
Other Business Activities

Robert co-owns Heaven Scent Farm with his spouse and owns 100% of R & A Capital Holdings LLC, dedicating minimal time to the farm and nearly full-time hours to the latter. He also serves as co-trustee for his father and trustee for R&A Capital Holdings 401k, spending minimal time on each.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2022 · 14 yrs 3 mos
Wells Fargo Clearing Services, LLC
January 2008 - April 2022 · 14 yrs 3 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
September 1996 - January 2008 · 11 yrs 4 mos
State Registrations24 states
AZCACOFLGAHIIDMEMOMTNCNDNHNMNVNYOKORTXUTVAWAWIWV
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.