Unclaimed
Wayne Scott Brunt is a financial advisor who has been in the industry for over 27 years. Wayne holds a Series 6, 7, 26, 63, and 65 license. Wayne is currently registered with Creativeone Wealth, LLC, and is located in Overland Park, Kansas. Previously, Wayne was registered with Packerland Brokerage Services, Inc., First Heartland Capital, Inc., Legacy Financial Services, Inc., Next Financial Group, Inc., and Pruco Securities Corporation. Wayne's areas of expertise include financial planning, portfolio management for individuals, investment companies, and publication of periodicals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
KS
01/22/2018 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
AZ
06/16/2014 - 12/31/2016
PACKERLAND BROKERAGE SERVICES, INC. (Phoenix AZ)
AZ
02/09/2007 - 04/16/2014
FIRST HEARTLAND CAPITAL, INC. (SCOTTSDALE AZ)
CA
12/11/2003 - 02/09/2007
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
TX
03/20/2001 - 12/11/2003
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
NJ
05/05/1993 - 10/24/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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