Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Michael Brunkey is an Investment Advisor Representative associated with Cambridge Investment Research Advisors, Inc. Leonard has over 30 years of experience in the financial services industry and is registered in 11 states. Leonard has earned the Certified Financial Planner and Chartered Financial Consultant designations. Leonard has several previous employments including CUSO FINANCIAL SERVICES, L.P. and SEGER FINANCIAL, INC.. Leonard focuses on providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, and portfolio management for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
03/04/2010 - Present
Cambridge Investment Research Advisors, Inc. (ROCHESTER MI)
CA
04/22/1998 - 06/09/2000
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
MI
06/10/1996 - 04/23/1998
SEGER FINANCIAL, INC. (BIRMINGHAM MI)
OH
08/17/1995 - 04/19/1996
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
04/17/1990 - 08/09/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/17/1990 - 08/09/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NJ
06/05/1989 - 04/09/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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