David Brunswick is a registered investment advisor at G. A. Repple & Company, based in Wake Forest, NC, with 8 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 3,487 clients with $610M in assets under management.
Compensation
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G.A. Repple & Company offers investment management services where advisors manage your investments. These accounts can be managed with or without your prior approval for each trade. You can also access third-party asset managers through GAR. Fees vary depending on the program chosen.
Direct Asset Management Services offer both wrap and non-wrap fee options. Wrap accounts bundle advisory and transaction fees into one fee. Non-wrap accounts charge advisory fees and separate transaction fees.
GAR also offers the GA Repple Optimized Investment Platform wrap program with ETF and Biblically Responsible Investing strategies. FMAX wrap programs and UMA programs are also available. Fees are calculated monthly or quarterly and may be billed in advance or arrears.
Location
335 S. White Street, Suite E, Wake Forest, NC, 27587
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David works as a salaried financial planning and investment advisor assistant at Kingdom Financial Services since 2022. This is a nearly full-time commitment for David.
Employment History
Current Registrations
G. A. Repple & Company
G. A. Repple & CompanyBroker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.