Randall T. Bruns

MODEL WEALTH

WHEATON, IL

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CRD#: 4416255

Professional summary

Randall Thomas Bruns, CFP® is a registered financial advisor currently at MODEL WEALTH located in Wheaton, Illinois.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Thomas Bruns'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

September 6, 2019 - Present

MODEL WEALTH

RIA

CRD#: 299798

WHEATON, IL

Past

June 5, 2012 - December 2, 2019

HIGHPOINT PLANNING PARTNERS

RIA

CRD#: 163768

Naperville, IL

Past

May 30, 2012 - March 27, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

DOWNERS GROVE, IL

Past

May 30, 2012 - August 1, 2018

LPL FINANCIAL LLC

CRD#: 6413

DOWNERS GROVE, IL

Past

July 6, 2005 - May 31, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

WHEATON, IL

Past

July 6, 2005 - May 31, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

WHEATON, IL

Past

December 1, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

BLOOMINGDALE, IL

Past

June 14, 2002 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

August 21, 2001 - April 17, 2002

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MODEL WEALTH

MODEL WEALTH | MODEL WEALTH , INC.

CRD#: 299798 / SEC#: 801-117301

RIA

Registered Investment Advisory firm - (9/6/2019 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/6/2019)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/30/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/25/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/2001

General Securities Representative Examination

Current Firm

MODEL WEALTH

MODEL WEALTH | MODEL WEALTH , INC.

CRD#: 299798 / SEC#: 801-117301

RIA

Registered Investment Advisory firm - (9/6/2019 Approved)

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Contact information

Main Address

Wheaton, IL

Mailing Address

1755 S. Naperville Road Suite 100, Wheaton, IL 60189

Phone number

(630) 381-1170

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (5/21/2025)

ADV PART 3 (3/31/2025)

ADV PART 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts	552
AUM (Assets Under Management)	$ 286,110,266

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Randall T. Bruns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Thomas Bruns's CRS (Customer Relationship Summary).

Certified licenses

Experience

HIGHPOINT PLANNING PARTNERS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

EDWARD JONES

Primary Firm SEC Registration

MODEL WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 11/30/2004

Series 63

Date: 8/25/2001

SIE

Date: 8/1/2018

Series 7

Date: 8/20/2001

Current Firm

MODEL WEALTH

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MODEL WEALTH

TRUST BUT VERIFY

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