TrueAdvisor
TrueAdvisor
RB
RB

Reed Jason Bruner

Rkl Private Wealth
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Rkl Private Wealth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,088 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$2.1B

Fee Structure

Minimum Annual Fee:$20,000

Location

1800 Fruitville Pike, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Rkl Private Wealth
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
October 2024 - October 2024 · 0 mos
Faithward Advisors, LLC
September 2023 - October 2024 · 1 yr 1 mo
American Portfolios Financial Services, INC.Broker
June 2022 - October 2024 · 2 yrs 4 mos
Pfm Fund Distributors, INC.Broker
April 2022 - May 2022 · 1 mo
Edward Jones
February 2022 - April 2022 · 2 mos
Edward JonesBroker
February 2022 - April 2022 · 2 mos
American Portfolios Financial Services, INC.Broker
September 2020 - February 2022 · 1 yr 5 mos
Edward Jones
October 2019 - January 2020 · 3 mos
Edward JonesBroker
September 2019 - January 2020 · 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.