Robert Allan Brunmeier

Current Employers

Employment History

• 06/2009 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 06/2014 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Rochester, MI
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Rochester, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Troy, MI

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Grand Blanc, MI
  Troy, MI
• 2014-06-06 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Rochester, MI

Other Businesses

1) WOODBURY FINANCIAL SERVICES, INC. POSITION: Investment advisor representative. NATURE: Portfolio Designs accounts. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 05/01/2014 ADDRESS: 427 Wilcox St, Rochester, MI 48307, United States DESCRIPTION: Research mutual funds and ETFs, develop asset allocations based on individual risk tolerance and time horizon, present information to clients, process paperwork, continually educate myself on progressing market trends, make trades, maintain clean and separate files. 2) THE ADVISOR'S RESOURCE GROUP, INC. POSITION: sales NATURE: s-corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 05/20/2009 ADDRESS: 427 Wilcox St, Rochester MI 48307, United States DESCRIPTION: not actively soliciting insurance business, but do get a service call every so often and am still licensed

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-10-26

Designations