Thomas Lee Grunbeck
Investment adviser representative at J.R. Prunier Capital Management LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$407MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
10 years in the industry.
- J.R. Prunier Capital Management LLCJun 2026 to now
- Grunbeck Financial Services, LLCSep 2019 to now
- Core CornerJul 2018 to Aug 2019
- Joie InternationalDec 2016 to Jun 2018
- UnemployedSep 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (MA, TX, WA).
J.R. Prunier Capital Management LLC
$407MAssets managed
135Clients
3Advisers
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
- 5071780
- Firm CRD
- 321026