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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Brunz is an investment advisor representative at Fidelity Personal And Workplace Advisors. Thomas has been in the financial services industry since 2007. Thomas has Series 66, Series 7, and SIE licenses and has registrations in 52 states. Previously, Thomas was a financial advisor at Cambridge Investment Research, Inc. and CUSO Financial Services, L.P., among other firms. Thomas is a treasurer for American Heritage Girls troop 3031.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
03/10/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
04/15/2015 - 09/11/2020
CUSO FINANCIAL SERVICES, L.P. (WESTMINSTER CO)
CO
08/19/2013 - 04/21/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (GREENWOOD VILLAGE CO)
CO
11/12/2012 - 08/20/2013
LPL FINANCIAL LLC (DENVER CO)
CO
07/30/2010 - 11/16/2012
CUNA BROKERAGE SERVICES, INC. (DENVER CO)
CO
06/27/2008 - 07/16/2010
CUSO FINANCIAL SERVICES, L.P. (LITTLETON CO)
CO
02/02/2007 - 05/01/2008
EDWARD JONES (FT COLLINS CO)
BOTH
Issued 02/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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