Emily Bruington is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in East Peoria, IL, with 1 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,329 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
10,329 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.6B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.30%
$1.0M - $5.0M1.05%
$5.0M - $10.0M0.85%
$10M+0.55%

Advisory fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

235 Everett St, East Peoria, IL, 61611

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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 Activities

Emily works as a financial consultant for John Graham and Associates since June 2024, dedicating full-time hours to this role. She also works as a financial consultant for Midland Community Bank since October 2024, spending about a quarter of her time on this activity.

Employment History
Current Registrations
Midwestern Securities Trading Co.,llc
September 2024 - Present · 1 yr 7 mos
Midwestern Securities Trading Company, LLCBroker
August 2024 - Present · 1 yr 8 mos
State Registrations14 states
CAGAIAILINKYMOMTNCOHPASCTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Emily Bruington - Financial Advisor | TrueAdvisor