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Reed Jason Bruner

RKL Private Wealth

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About Reed Jason Bruner

Reed Bruner is a financial advisor with RKL Private Wealth. Reed has been working in the financial industry since July 4, 2020. Reed has a Series 7, Series 66, and SIE licenses and has experience working for Edward Jones, American Portfolios Financial Services, Inc., PFM Fund Distributors, Inc. and Fiathward Advisors, LLC. Reed specializes in working with high net worth individuals, individuals other than high net worth, corporations, and charitable organizations.

Firm Information

Reed Bruner is currently registered with RKL Private Wealth. RKL Private Wealth, based in Lancaster, PA, is an investment advisor with approximately $1.8 billion in regulatory assets under management. They offer a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
RKL Private Wealth

1800 FRUITVILLE PIKE

LANCASTER, PA 17601

$1.80B

Assets Under Management

9

Total Clients

22

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Reed Bruner’s Registration & Firm History

PA

11/06/2024 - Present

RKL Private Wealth (LANCASTER PA)

PA

04/19/2022 - 05/24/2022

PFM FUND DISTRIBUTORS, INC. (HARRISBURG PA)

MO

02/14/2022 - 04/11/2022

EDWARD JONES (ST. LOUIS MO)

PA

09/30/2020 - 02/15/2022

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LANCASTER PA)

PA

09/21/2019 - 01/14/2020

EDWARD JONES (SELINSGROVE PA)

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Licenses & Designations

BOTH

Issued 10/12/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Reed Jason Bruner.
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