Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Brus is a financial advisor with over 25 years of experience in the industry. David is currently registered with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona with over 40,000 clients and more than $94 billion in assets under management. David has a broad range of experience in financial planning, portfolio management, and insurance sales. David is also a partner in Terraza LLC. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
11/14/2024 - Present
Osaic Wealth, Inc. (Muskegon MI)
MI
06/04/2019 - 06/14/2024
SECURITIES AMERICA, INC. (Muskegon MI)
MI
01/30/2008 - 06/14/2019
FIFTH THIRD SECURITIES, INC. (FREMONT MI)
IL
05/05/2005 - 03/08/2006
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
MI
10/06/2000 - 04/25/2005
COMERICA SECURITIES (DETROIT MI)
IL
02/24/2000 - 10/05/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
08/24/1993 - 02/23/1996
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
MO
01/27/1992 - 04/14/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 12/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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