Cory Blake Bruntz
Investment adviser representative at Beacon Pointe Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$54.9BFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Beacon Pointe Advisors, LLCOct 2021 to now
- Beacon Pointe Insurance Services LLCOct 2021 to now
- Purshe Kaplan Sterling InvestmentsMar 2022 to Dec 2024
- Rosenthal Advisory Services, LPJan 2018 to Sep 2021
- LPL Financial, LLCNov 2017 to Sep 2021
- National Planning CorporationApr 2017 to Nov 2017
- The Chop HouseNov 2015 to Mar 2017
- Rosenthal Retirement PlanningMay 2015 to Aug 2017
- University of TennesseeAug 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 6368914
- Firm CRD
- 119290