Katie Bruno
Katie Bruno is a CFP-designated registered investment advisor at Morey & Quinn Wealth Partners, based in Omaha, NE, with 11 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 520 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Location
11225 Davenport Street, Suite 109, Omaha, NE, 68154
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Regulatory History
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
Katie is involved with several non-profit organizations, including the Financial Planning Association of Nebraska, the Omaha Public Library Foundation, and the Women's Center for Advancement Guild. Katie also owns Lotus Divorce Services as a Certified Divorce Financial Analyst and is a licensed insurance agent.
Employment History
Current Registrations
Morey & Quinn Wealth Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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