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Renee Michelle Brunner

Hbks Wealth Advisors

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About Renee Michelle Brunner

Renee Brunner is a financial advisor who has been in the industry since 2020. She is currently registered with the state of Pennsylvania as a Registered Representative. She is also registered with the state of Pennsylvania as an Investment Advisor Representative. Renee Brunner works for HBKS Wealth Advisors, a firm with approximately 75 employees. The firm manages over $6.5 billion in assets. They provide a variety of advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Renee Brunner is currently registered with Hbks Wealth Advisors. Hbks Wealth Advisors is a financial advisory firm located in Erie, Pennsylvania. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and publication of periodicals. Hbks Wealth Advisors manages over $6.5 billion in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm employs over 75 investment advisor representatives and has over 20,000 accounts.
Hbks Wealth Advisors

ZUCK ROAD OFFICE PARK

ERIE, PA 16506

$6.50B

Assets Under Management

300

Total Clients

78

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 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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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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Renee Brunner’s Registration & Firm History

PA

02/01/2021 - Present

Hbks Wealth Advisors (Erie PA)

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Licenses & Designations

BOTH

Issued 01/29/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2021

Series 24 - General Securities Principal Examination

BC

Issued 11/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/26/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Renee Michelle Brunner.
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