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Larry N Brunette

Guardian Financial

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About Larry N Brunette

Larry Brunette is an investment advisor representative at Guardian Financial. Larry is a registered investment advisor in Florida, Texas, and Wisconsin. Larry has been in the industry since 1996. Larry worked at LPL Financial LLC, UVEST FINANCIAL SERVICES GROUP, INC., VISION INVESTMENT SERVICES, INC., CHARLES SCHWAB & CO., INC., and FIRSTAR INVESTMENT SERVICES,INC.. Larry is also an Adjunct Professor at Lakeland University. Larry Brunette has a Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. Larry specializes in portfolio management for individuals and businesses.

Firm Information

Larry Brunette is currently registered with Guardian Financial. Guardian Financial is an investment advisory firm with 3 investment adviser representatives and 1 licensed agent. They have approximately $44,070,363 in regulatory assets under management and primarily serve high-net-worth individuals and individuals other than high-net-worth. They provide portfolio management for businesses and individuals, and have 213 total accounts.

$44.07M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Larry Brunette’s Registration & Firm History

WI

05/28/2019 - Present

Guardian Financial (PEWAUKEE WI)

WI

10/09/2013 - 07/24/2014

LPL FINANCIAL LLC (GREEN BAY WI)

WI

04/03/2009 - 10/10/2011

UVEST FINANCIAL SERVICES GROUP, INC. (GREENBAY WI)

WI

07/25/2007 - 12/03/2007

UVEST FINANCIAL SERVICES GROUP, INC. (STURGEON BAY WI)

WI

06/29/2006 - 07/24/2007

VISION INVESTMENT SERVICES, INC. (STURGEON BAY WI)

TX

01/15/1998 - 03/12/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NJ

10/08/1996 - 09/24/1997

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

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Licenses & Designations

BOTH

Issued 04/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/28/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/07/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Larry N Brunette.
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