Patrick Joseph Brunner
Investment adviser representative at Fiduciary Financial Advisors
9 yearsExperience
1 stateRegistered in
$1.3BFirm assets
5 yearsFirm in business
Are you Patrick Joseph Brunner? 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
9 years in the industry.
- Fiduciary Financial AdvisorsSep 2023 to now
- 2m Financial Group (nyl dba)Mar 2022 to now
- New York Life Insurance CompanyMar 2022 to now
- Nylife Securities LLCMar 2023 to Jul 2023
- UnemployedOct 2021 to Mar 2022
- United Wholesale MortgageJan 2021 to Oct 2021
- UnemployedMay 2020 to Jan 2021
- Michigan State UniversityAug 2018 to May 2020
- Marine Corp ReserveFeb 2014 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
Fiduciary Financial Advisors
$1.3BAssets managed
2,183Clients
50Advisers
5 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
- 7515777
- Firm CRD
- 172103