Brian Bruhn
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Beloit, WI 53511
Credentials
Series 63, Series 65
Industry experience
5 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Wealth management
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2023 - Present (3 years)
JNB Signs, Inc.
2022 - 2023 (1 year)
Basics Cooperative Natural Foods
2022 - 2024 (2 years)
WW Grainger
2021 - 2022 (1 year)
PFS Investments Inc.
2021 - 2023 (2 years)
Primerica Financial Services
2020 - 2023 (3 years)
EatStreet
2020 - 2022 (2 years)
Zoro Tools
2018 - 2021 (3 years)
Century 21 Affiliated
2018 - 2019 (1 year)
Ariens Company
2017 - 2018 (1 year)
WW Grainger
1994 - 2017 (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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