Bradley A. Bruna
Investment adviser representative at 15 Wealth Advisors LLC
20 yearsExperience
1 stateRegistered in
ChFC®Designation
$481.5MFirm assets
Are you Bradley A. Bruna? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- 15 Wealth Advisors LLCJul 2026 to now
- LPL Financial, LLCAug 2024 to now
- Tsfg, LLCDec 2022 to Jul 2026
- Ts Financial GroupNov 2022 to Jul 2026
- AIG ValicJun 2006 to Nov 2022
- ValicJan 2006 to Sep 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
15 Wealth Advisors LLC
$481.5MAssets managed
687Clients
9Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4260364
- Firm CRD
- 337459