WB
WB

William Bruning

27 Years of Experience
Alpharetta, GA
Broker

William Bruning is a registered investment advisor at Wells Fargo Advisors, based in Alpharetta, GA, with 27 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

13560 Morris Rd, Suite 1030, Alpharetta, GA, 30004

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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 Activities

William has a 20% ownership in Alpha Wealth Advisors LLC and 100% ownership in Ridgeback LLC, both investment-related. He dedicates full-time hours to each of these activities.

Employment History
Current Registrations
Wells Fargo Advisors
March 2022 - Present · 4 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2003 - March 2022 · 19 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2002 - March 2022 · 19 yrs 9 mos
Wachovia Securities, INC.Broker
May 2001 - June 2002 · 1 yr 1 mo
AXA Advisors, LLCBroker
July 1998 - March 2001 · 2 yrs 8 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1998 - January 2000 · 1 yr 6 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.