AB
CFP
AB
CFP

Al Bruchnak

25 Years of Experience
Grand Rapids, MI
Broker

Al Bruchnak is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Rapids, MI, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

625 Kenmoor Ave Se, Suite 308, Grand Rapids, MI, 49546

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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

Al is the owner of Al Bruchnak Financial Services, LLC, but spends minimal time on it. He is also a partner in For Real Money Designs, LLC, which holds domain names and logos, and he spends minimal time on that as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2010 - Present · 15 yrs 11 mos
Raymond James Financial Services, INC.
August 2005 - Present · 20 yrs 11 mos
Raymond James Financial Services, INC.Broker
August 2005 - Present · 20 yrs 11 mos
Previous Registrations
Morgan Stanley Dw INC.Broker
December 2000 - August 2005 · 4 yrs 8 mos
State Registrations21 states
AZCACOFLGAIDILINMAMIMSNCNHNYOHORPATXUTVAVT
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.