Stephanie Bruno

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 04/2012 → 08/2021
  Dynamic Wealth Advisors
  Scottsdale, AZ
• 09/2021 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2012-04-16 → 2021-09-30
  Dynamic
  Phoenix, AZ
  Denver, CO
  Seattle, WA
  Seattle, WA
  Denver, CO
  Seattle, WA
  Seattle, WA
• 2008-12-02 → 2012-04-16
  Cascade Financial Management, Inc.
  Denver, CO
  Denver, CO
• 2005-02-24 → 2008-11-25
  Pinion Wealth Management, Llc
  Greeley, CO
  Greeley, CO

Other Businesses

The Center For Active Living (president of Board of Trustees, no compensation).

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-06-12

Designations

• Certified Financial Planner

Other Names

• Stephanie Bruno Shepard