AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TT

Thomas A. Trutnau

Some features on this profile are disabled
CRD#: 449897
TT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Alan Trutnau was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1974. Thomas had worked at 11 firms and has passed the Series 63, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 20, 2000 - April 30, 2001

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

January 3, 1995 - September 9, 1998

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
MINNEAPOLIS, MN
Past

June 17, 1994 - January 4, 1995

WESTONKA INVESTMENTS, INC.

BD
CRD#: 15542
MINNETONKA, MN
Past

May 9, 1990 - June 23, 1994

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

November 21, 1988 - May 11, 1990

HAYNE, MILLER FINANCIAL, INC.

BD
CRD#: 13849
MINNEAPOLIS, MN
Past

January 13, 1988 - November 22, 1988

FUNDAMENTAL EQUITIES CORP.

BD
CRD#: 7402
Past

September 2, 1976 - January 23, 1988

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
Past

June 12, 1975 - October 1, 1976

MIDWEST DISCOUNT SECURITIES, INC.

BD
CRD#: 6226
Past

March 18, 1975 - July 26, 1975

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

January 2, 1974 - November 16, 1974

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

January 2, 1974 - November 16, 1974

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

January 2, 1974 - November 16, 1974

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/3/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 12/27/1973
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


JT
J.P. TURNER & COMPANY, L.L.C.
J.P. TURNER & COMPANY | J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177 / SEC#: , 8-50156

BD
Terminated by SEC on 04/04/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 04/11/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BRAVES AQUISITION LLCMEMBER
SHELSON, MARK PAULCORPORATE TREASURER1819252
WOLL, EDWARD BARNETTCHIEF COMPLIANCE OFFICER1096606

Disclosures


Regulatory Event30
Arbitration12

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.

Company Information


J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

TRUST BUT VERIFY

Monitor Thomas Trutnau

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics