William John Brunner

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 07/2022 → 11/2022
  The Mather Group
  Chicago, IL
• 05/2021 → 08/2021
  The Mather Group
  Chicago, IL
• 08/2020 → 04/2021
  Comprehensive Financial Consultants
  Bloomington, IN
• 05/2019 → 08/2019
  The Goodheart-Willcox Company Inc
  Tinley Park, IL
• 05/2018 → 08/2018
  Kvh Industries
  Tinley Park, IL
• 05/2017 → 08/2017
  Jones & Cleary Roofing
  Chicago, IL
• 08/2021 → 07/2022
  Full Time Education
  Bloomington, IN
• 08/2018 → 08/2020
  Full Time Education
  Bloomington, IN
• 08/2018 → 05/2019
  Full Time Education
  Bloomington, IN
• 08/2017 → 05/2018
  Full Time Education
  Chicago Heights, IL
• 08/2016 → 05/2017
  Full Time Education
  Chicago Heights, IL

Exams

• S66 Uniform Combined State Law Examination
  2024-07-26