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Bret Allen Rodabaugh

Investment adviser representative at Alexander Labrunerie & Co., Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$618.9MFirm 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

Experience

12 years in the industry.

  1. Saxony Securities, Inc.Jan 2024 to now
  2. Alexander Labrunerie & Co., Inc.Jan 2021 to now
  3. Labrunerie Financial Services IncApr 2014 to Dec 2023

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 2 states (MO, TX).

Alexander Labrunerie & Co., Inc.

$618.9MAssets managed
1,186Clients
5Advisers
9 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
6405579
Firm CRD
117153
Advisor's SEC record (opens in a new tab)
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