GB
CFP
GB
CFP

Gregory Lawrence Bruno

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

2728 Forgue Dr, Suite 100, Naperville, IL, 60564

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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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Other Business ActivitiesSells Insurance

Gregory is a board member of a charitable organization, Kuza Project, dedicating minimal time. He is also an independent insurance agent selling fixed life insurance, spending minimal time on this activity, and refers health insurance business, receiving a percentage of commissions. Finally, Gregory is associated with M Brown & Associates, spending a few hours per week and receiving fee-based compensation.

Employment History
Current Registrations
M.brown Financial Advisors
July 2021 - Present · 4 yrs 7 mos
Ausdal Financial Partners, INC.
May 2010 - Present · 15 yrs 9 mos
Ausdal Financial Partners, INC.Broker
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
LPL Financial Corporation
June 2008 - May 2010 · 1 yr 11 mos
LPL Financial CorporationBroker
April 2008 - May 2010 · 2 yrs 1 mo
Greatstar
September 2007 - September 2008 · 1 yr
State Registrations5 states
FLILNEPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gregory Lawrence Bruno - Financial Advisor | TrueAdvisor