AB
CFP
AB
CFP

Anthony Bruns

26 Years of Experience
West Chester, OH
BrokerSells Insurance

Anthony Bruns is a CFP-designated registered investment advisor, based in West Chester, OH, with 26 years of industry experience.

Location

9100 West Chester Towne Center Drive, Suite 225, West Chester, OH, 45069

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anthony is a registered representative at MSEC, LLC and Mariner Wealth Advisors, dedicating full-time hours to these roles. He is also a committee member for Episcopal Retirement Services Investment Committee, spending minimal time, and a managing member of 443 Elk Shore Resort Road LLC and Brunsned LLC, also spending minimal time.

Employment History
Current Registrations
Mariner Wealth
September 2021 - Present · 4 yrs 8 mos
Msec, LLCBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Securities America, INC.Broker
September 2005 - September 2021 · 16 yrs
Pinnacle Wealth Management, INC.
April 2002 - December 2021 · 19 yrs 8 mos
Cap Pro Brokerage Services, INC.Broker
January 2002 - October 2005 · 3 yrs 9 mos
1st Global Capital CORP.Broker
January 2001 - January 2002 · 1 yr
Mutual Service CorporationBroker
March 1999 - January 2001 · 1 yr 10 mos
State Registrations11 states
AZCAFLKYMINCOHPATXUTVA
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.
Anthony Bruns - Financial Advisor | TrueAdvisor