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Randall Thomas Bruns

Model Wealth

Wheaton, IL

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Current Employers
Model Wealth

Wheaton, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-09-06
  • IL RA
    APPROVED
    Since 2019-09-06

Branch Locations

Wheaton, IL • 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
Lpl Financial Llc Downers Grove IL 05/2012 07/2018
Highpoint Advisor Group D/B/A High Point Planning Partners, Llc Downers Grove IL 06/2012 04/2018
Highpoint Advisor Group, Llc D/B/A Model Wealth, Inc. Downers Grove IL 04/2018 08/2019
Model Wealth, Inc Naperville IL 08/2019 Present
  • 05/2012 → 07/2018
    Downers Grove, IL
  • 06/2012 → 04/2018
    Highpoint Advisor Group D/B/A High Point Planning Partners, Llc
    Downers Grove, IL
  • 04/2018 → 08/2019
    Highpoint Advisor Group, Llc D/B/A Model Wealth, Inc.
    Downers Grove, IL
  • 08/2019 → Present
    Model Wealth, Inc
    Naperville, IL
Previous Registrations
  • 2012-06-05 → 2019-12-02
    Highpoint Planning Partners
    Downers Grove, IL
    Naperville, IL
    Downers Grove, IL
  • 2012-05-30 → 2013-03-27
    Downers Grove, IL
  • 2005-07-06 → 2012-05-31
    Chase Investment Services Corp.
    Chicago, IL
    Chicago, IL
    Wheaton, IL
  • 2004-12-01 → 2005-07-06
    Banc One Securities Corporation
    Bloomingdale, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-30
S63 Uniform Securities Agent State Law Examination 2001-08-25
  • S66 Uniform Combined State Law Examination
    2004-11-30
  • S63 Uniform Securities Agent State Law Examination
    2001-08-25
Designations

View on SEC IAPD

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