Robert Willis Bruner

Current Employers

Employment History

• 12/1996 → Present
  Self Employed
  Lancaster, PA
• 11/2011 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 11/2011 → 03/2019
  Questar Capital
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Mountville, PA
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Mountville, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Mountville, PA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Mountville, PA
• 2011-11-15 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Mountville, PA
• 2006-06-29 → 2011-11-17
  Woodbury Financial Services, Inc.
  Mountville, PA

Other Businesses

1. BRUNER WEALTH MANAGEMENT, LLC. POSITION: Tax preparer. NATURE: Fee-based tax preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/15/2011 ADDRESS: 22 W Main St, Mountville PA 17554, United States DESCRIPTION: Seasonal tax work, January through May. 2. BRUNER WEALTH MANAGEMENT, LLC POSITION: OWNER/AGENT. NATURE: Financing of life insurance policies for higher net worth or higher income owners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2018 ADDRESS: 22 W Main St, Mountville PA 17554, United States DESCRIPTION: Premium Financing education and sales of life insurance products. Using premium financing for higher net worth or higher income owners. 3. BRUNER WEALTH MANAGEMENT, LLC POSITION: OWNER/ TAX PREPARER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1997 ADDRESS: 22 W Main st, Mountville PA 17554, United States DESCRIPTION: FEE-BASED INDIVIDUAL AND SMALL BUSINESS TAX PREPARATION. SEASONAL TAX WORK, MAINLY JANUARY-MAY. 4. DAYSPRING CHRISTIAN ACADEMY POSITION: COACH NATURE: NON-PROFIT SCHOOL INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 16 START DATE: 10/19/2016 ADDRESS: 120 COLLEGE AVE, MOUNTVILLE PA 17554, United States DESCRIPTION: COACHING (MAINLY BASKETBALL) SEASONALLY, AND POSSIBLE FUNDRAISING WITH THE BOOSTER CLUB FOR THE 501(c)(3). SMALL COACHING COMPENSATION THAT IS GENERALLY SPENT BACK INTO THE HIGH SCHOOL ATHLETIC PROGRAM. 5. BRUNER WEALTH MANAGEMENT, LLC POSITION: OWNER/AGENT NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2006 ADDRESS: 22 W Main st, Mountville PA 17554, United States DESCRIPTION: INSURANCE: PREMIUM FINANCING EDUCATION AND SALES OF LIFE INSURANCE PRIMARILY TO HIGHER NET WORTH OR HIGHER INCOME CLIENTS; OTHER LIFE INSURANCE SALES LIKE TERM OR IUL; FIXED ANNUITIES; DISABILITY INSURANCE; HEALTH INSURANCE; LONG-TERM CARE INSURANCE. MULTIPLE CARRIERS USED, LOOKING FOR CLIENT'S BEST INTEREST. 6. BRUNER PROPERTY MANAGEMENT, LLC POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2005 ADDRESS: 22 W Main st, Mountville PA 17554, United States DESCRIPTION: OWN REAL ESTATE PROPERTIES FOR RENT AND/OR RESALE. MAY HAVE PRIVATE MORTGAGE.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-01
• S63 Uniform Securities Agent State Law Examination
  1998-05-04

Other Names

• Bob Bruner
• Robert Bruner