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Emily Brunke is a financial advisor with LPL Financial LLC. Emily is based in Dubois, PA, and has been a registered representative in the financial services industry since 2011. She has a broad range of experience in providing financial advice to individuals, families, and businesses. Emily specializes in providing investment planning, retirement planning, and wealth management services. She also holds several professional designations, demonstrating her commitment to staying up-to-date with the latest industry trends. Before joining LPL Financial, Emily worked at The Huntington Investment Company. Emily is dedicated to providing her clients with personalized financial guidance that meets their unique needs and 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
04/25/2024 - Present
LPL Financial LLC (DUBOIS PA)
OH
12/18/2019 - 06/21/2021
LPL FINANCIAL LLC (AVON LAKE OH)
OH
05/25/2011 - 08/09/2017
THE HUNTINGTON INVESTMENT COMPANY (AVON OH)
BOTH
Issued 04/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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