AB
CFP
AB
CFP

Anita Marie Bruno

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
3,213 clients
Average Client Portfolio
$441K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
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Location

49 N 500 E, Price, UT, 84501-2655

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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

Anita is affiliated with MB Financial Services, Inc. and GPS Wealth Strategies Group, LLC, providing investment advisory services and operating under the DBA Aspen Wealth Management; these activities take about half of Anita's time. Anita also oversees the financial department and business matters for BODEC, Inc & Bruno Engineering, P.C., dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Gps Wealth Strategies Group, LLC
March 2017 - Present · 8 yrs 11 mos
LPL Financial LLC
September 2003 - Present · 22 yrs 5 mos
LPL Financial LLCBroker
September 2003 - Present · 22 yrs 5 mos
Previous Registrations
AXA Advisors, LLC
February 2001 - September 2003 · 2 yrs 7 mos
AXA Advisors, LLCBroker
May 2000 - September 2003 · 3 yrs 4 mos
State Registrations6 states
COIDILTXUTWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.