Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Brumme is a financial advisor with over 35 years of experience in the industry. David currently works with Benjamin F. Edwards & Company, Inc. and has previously worked with WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., SHEARSON LEHMAN HUTTON INC. and E. F. HUTTON & COMPANY INC. David is licensed in 22 states and has experience providing financial advice to individuals, corporations, and trusts. David specializes in providing financial planning, portfolio management, and pension consulting services.
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.
1
2
MO
06/15/2016 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
01/01/2008 - 02/17/2010
WELLS FARGO ADVISORS, LLC (SPRINGFIELD IL)
IL
08/16/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SPRINGFIELD IL)
NA
04/11/1988 - 08/29/1988
SHEARSON LEHMAN HUTTON INC.
NA
10/23/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 11/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1985
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Brumme is the right advisor for you? Invested Better is here to help.
