Melissa Bruner

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 04/2013 → 11/2016
  Wells Fargo Advisors
  San Rafael, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  San Rafael, CA

Other Businesses

RENTAL PROPERTY, INV RELATED, CANCUN, MEXICO, 100% OWNERSHIP, START 10/01/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, RENTING TIMESHARE UNIT. IDDO TAX AND ACCOUNTING; NOT INVESTMENT RELATED; SAN RAMON,CA; 5% OWNERSHIP; START DATE 07/01/2020; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; SETTING APPOINTMENTS, MAKING CALLS TO CLIENTS, AND PREPARING PAPERWORK FOR APPOINTMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-23
• S63 Uniform Securities Agent State Law Examination
  1993-10-07

Other Names

• Melissa Dunbarbruner
• Melissa Carole Bruner
• Melissa C Bruner