Brian Joseph Brunner

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → 12/2024
  Centerpoint Wealth Management, Llc
  Zionsville, IN
• 09/2024 → Present
  Waverly Advisors, Llc
  Zionsville, IN

Previous Registrations

• 2009-12-11 → 2024-12-16
  Centerpoint Wealth Management, Llc
  Zionsville, IN
• 2003-02-28 → 2008-12-31
  Centerpoint Wealth Management, Llc
  Zionsville, IN
• 2002-11-04 → 2002-12-31
  Centerpoint Wealth Management, Llc
  Carmel, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-02
• S66 Uniform Combined State Law Examination
  1998-04-21

Designations

• Certified Financial Planner

Other Names

• Brian J. Brunner