Bradley A. Bruna

15 WEALTH ADVISORS

Houston, TX 77046

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CRD#: 4260364

Professional summary

Bradley A. Bruna, who also goes by Brad Bruna, is a registered financial advisor currently at 15 WEALTH ADVISORS LLC located in Houston, Texas and LPL FINANCIAL LLC located in Houston, Texas.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Bradley has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Aliases

Brad Bruna

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.12/01/2022; Not Your Daddy's Sports Collection; Other - Family Business; Not Investment Related; 24523 Hartwick Falls Drive Porter,TX; Start Date 12/01/2021; 1hrs/mth; 0hrs during trading 2.12/01/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name TS Financial Group; Investment Related; at Reported Business Location(s); Start Date 12/01/2022; 140hrs/mth; 8hrs during trading 3.04/22/2024; Bruna Financial Group, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/09/2024; 160hrs/mth; 8hrs during trading 4.06/26/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 09/24/2024; 35hrs/mth; 35hrs during trading 5.06/26/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth; Investment Related; at Reported Business Location(s); Start Date 12/01/2023; 100hrs/mth; 100hrs during trading 6.06/26/2026; GradePoint Insurance- dba 15 Insurance Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/09/2024; 5hrs/mth; 5hrs during trading 7.07/31/2026; (Hybrid) 15 Wealth Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 20hrs/mth; 10hrs during trading; I provide investment advisory services through 15 Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 07/2026. I expect to spend approximately 20 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley A. Bruna's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 16, 2026 - Present

15 WEALTH ADVISORS LLC

Office #1: 24 Greenway Plaza Ste 1725, Houston, TX 77046

RIA

CRD#: 337459

Houston, TX

Current

December 1, 2022 - Present

LPL FINANCIAL LLC

Office #1: 24 Greenway Plaza, Ste 1800-o, Houston, TX 77046

RIA

CRD#: 6413

HOUSTON, TX

Past

August 20, 2024 - July 30, 2026

TSFG, LLC

RIA

CRD#: 172555

LAKE FOREST, IL

Past

November 29, 2006 - October 12, 2022

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

HOUSTON, TX

Past

November 8, 2006 - October 12, 2022

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

February 23, 2001 - August 15, 2001

HILLTOP SECURITIES INC.

CRD#: 6220

DALLAS, TX

Past

February 14, 2001 - March 1, 2001

MYDISCOUNTBROKER.COM

CRD#: 42565

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(12/1/2022)

Texas
(12/1/2022)

IAR

Texas
(7/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/22/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/23/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/7/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/29/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

15 WEALTH ADVISORS LLC

15 WEALTH ADVISORS LLC | WEATHFUSION ADVISORS LLC

CRD#: 337459 / SEC#: 801-135695

RIA

Registered Investment Advisory firm - (3/25/2026 120-Day Approval)

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Contact information

Main Address

291 N Archer Ave, Mundelein, IL 60060

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- 15 WEALTH ADVISORS LLC (3/25/2026)

WRAP FEE BROCHURE- 15 WEALTH ADVISORS LLC (3/25/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bradley A. Bruna

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley A. Bruna's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

TSFG, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

HILLTOP SECURITIES INC.

MYDISCOUNTBROKER.COM

State Registrations and Notice Filings

Exams

Series 66

Date: 11/22/2006

Series 63

Date: 2/23/2001

SIE

Date: 10/1/2018

Series 7

Date: 11/7/2006

Series 24

Date: 3/29/2007

FINRA

Current Firm

15 WEALTH ADVISORS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

15 WEALTH ADVISORS LLC

TRUST BUT VERIFY

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