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Current Employers
15 Wealth Advisors Llc

291 N Archer Ave, Mundelein, IL 60060 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-16
  • TX RA
    APPROVED
    Since 2026-07-16

Branch Locations

24 Greenway Plaza Suite 1800-Q, Houston, TX 77046 • United States

291 N Archer Ave, Mundelein, IL 60060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aig Valic Houston TX 06/2006 11/2022
Lpl Financial, Llc Porter TX 08/2024 Present
Valic Houston TX 01/2006 09/2022
Ts Financial Group Lake Forest IL 11/2022 07/2026
Tsfg, Llc Lake Forest IL 08/2024 07/2026
Tsfg, Llc Lake Forest IL 12/2022 07/2026
15 Wealth Advisors Llc Houston TX 07/2026 Present
  • 06/2006 → 11/2022
    Aig Valic
    Houston, TX
  • 08/2024 → Present
    Lpl Financial, Llc
    Porter, TX
  • 01/2006 → 09/2022
    Valic
    Houston, TX
  • 11/2022 → 07/2026
    Ts Financial Group
    Lake Forest, IL
  • 08/2024 → 07/2026
    Lake Forest, IL
  • 12/2022 → 07/2026
    Lake Forest, IL
  • 07/2026 → Present
    Houston, TX
Previous Registrations
Other Businesses

1.12/01/2022; Not Your Daddy's Sports Collection; Other - Family Business; Not Investment Related; 24523 Hartwick Falls Drive Porter,TX; Start Date 12/01/2021; 1hrs/mth; 0hrs during trading 2.12/01/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name TS Financial Group; Investment Related; at Reported Business Location(s); Start Date 12/01/2022; 140hrs/mth; 8hrs during trading 3.04/22/2024; Bruna Financial Group, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/09/2024; 160hrs/mth; 8hrs during trading 4.06/26/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 09/24/2024; 35hrs/mth; 35hrs during trading 5.06/26/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth; Investment Related; at Reported Business Location(s); Start Date 12/01/2023; 100hrs/mth; 100hrs during trading 6.06/26/2026; GradePoint Insurance- dba 15 Insurance Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/09/2024; 5hrs/mth; 5hrs during trading 7.07/31/2026; (Hybrid) 15 Wealth Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 20hrs/mth; 10hrs during trading; I provide investment advisory services through 15 Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 07/2026. I expect to spend approximately 20 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-22
S63 Uniform Securities Agent State Law Examination 2001-02-23
  • S66 Uniform Combined State Law Examination
    2006-11-22
  • S63 Uniform Securities Agent State Law Examination
    2001-02-23
Designations
Other Names
  • Brad Bruna

View on SEC IAPD

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