Gatlin Steven Bruner

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/2022 → 01/2026
  Ameriprise Financial Services, Llc
  Kalispell, MT
• 06/2023 → 07/2023
  Class Vi Partners
  Denver, CO
• 06/2022 → 08/2022
  Riverstone Holdings
  New York, NY
• 04/2016 → 06/2022
  Swank Enterpises
  Kalispell, MT
• 01/2014 → 05/2020
  Kalispell School District Five
  Kalispell, MT
• 08/2020 → 05/2024
  Montana State University
  Bozeman, MT
• 01/2026 → Present
  Wells Fargo Clearing Services, Llc
  Boise, ID

Previous Registrations

• 2025-02-26 → 2026-01-21
  Ameriprise Financial Services, Llc
  Bozeman, MT
  Kalispell, MT

Exams

• S66 Uniform Combined State Law Examination
  2024-09-06

Other Names

• Gatlin Bruner