TB
TB

Timothy Bruns

18 Years of Experience
Minneapolis, MN
Broker

Timothy Bruns is a registered investment advisor at RBC Capital Markets, LLC, based in Minneapolis, MN, with 18 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

250 Nicollet Mall, SUITE 2000, 16th Floor, Minneapolis, MN, 55401-1931

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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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Employment History
Current Registrations
RBC Capital Markets, LLC
August 2013 - Present · 12 yrs 9 mos
RBC Capital Markets, LLC
September 2011 - Present · 14 yrs 8 mos
RBC Capital Markets, LLCBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Oneamerica Securities, INC.Broker
April 2002 - November 2003 · 1 yr 7 mos
Walnut Street Securities, INC.Broker
March 2001 - April 2002 · 1 yr 1 mo
American United Life Insurance CompanyBroker
July 1999 - March 2001 · 1 yr 8 mos
Aul Equity Sales CORP.Broker
July 1999 - March 2001 · 1 yr 8 mos
State Registrations2 states
CAMN
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.