SB
ChFC
SB
ChFC

Steven Brunk

29 Years of Experience
Harrisonburg, VA
BrokerSells Insurance

Steven Brunk is a ChFC-designated registered investment advisor, based in Harrisonburg, VA, with 29 years of industry experience.

Location

205 A South Liberty Street, Harrisonburg, VA, 22801

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Steven is involved with LD&B Insurance Agency Inc. and LD&B Financial Group, focusing on insurance and financial planning, taking up nearly all of his time. He also serves as power of attorney for his father and executor for his in-laws' wills.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
September 2011 - February 2025 · 13 yrs 5 mos
Concourse Financial Group Securities, INC.Broker
March 1997 - February 2025 · 27 yrs 11 mos
State Registrations12 states
CADCDEFLMDMNNCOHPATXVAWV
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.
Steven Brunk - Financial Advisor | TrueAdvisor