Randall Thomas Bruns
Investment adviser representative at Model Wealth
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$318.2MFirm assets
Are you Randall Thomas Bruns? 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
Experience
14 years in the industry.
- Model Wealth, IncAug 2019 to now
- Highpoint Advisor Group, LLC d/b/a Model Wealth, Inc.Apr 2018 to Aug 2019
- Highpoint Advisor Group d/b/a High Point Planning Partners, LLCJun 2012 to Apr 2018
- LPL Financial LLCMay 2012 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (IL).
Model Wealth
Legal name: Model Wealth , Inc.
$318.2MAssets managed
159Clients
5Advisers
7 yearsIn 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
- 4416255
- Firm CRD
- 299798