Stephanie Bruns is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Charlotte, NC, with 11 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4525 Sharon Rd, Charlotte, NC, 28211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
SA Stone Wealth Management INC.Broker
Allstate Financial Services, LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations4 states
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.