Mitchell R. Bruner

HURLBURT FINANCIAL

LAKELAND, FL 33813-2578

Some features on this profile are disabled

CRD#: 5650147

Professional summary

Mitchell Reed Bruner is a registered financial advisor currently at HURLBURT FINANCIAL located in Lakeland, Florida.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Mitchell has worked at 1 firm and has passed the Series 65 exam.

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 Mitchell Reed Bruner's 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

April 8, 2025 - Present

HURLBURT FINANCIAL

Office #1: 5125 S. Lakeland Drive #4, Lakeland, FL 33813-2578

RIA

CRD#: 152173

LAKELAND, FL

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

Florida
(4/8/2025)

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 65

Date: 2/10/2025

Uniform Investment Adviser Law Examination

Current Firm

HURLBURT FINANCIAL

EVANS & HURLBURT CPAS , PA | HURLBURT FINANCIAL

CRD#: 152173 / SEC#:

Florida

Registered Investment Advisory firm - (4/20/2010 Approved)

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

5125 S. Lakeland Drive #4, Lakeland, FL 33813-2578

Mailing Address

Phone number

(863) 701-9717

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	345
AUM (Assets Under Management)	$ 56,501,110

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.

Similar Advisors

Annelyn Lanuza

RBC CAPITAL MARKETS, LLC

IAR

Beverly Hills, CA

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

IAR

Naples, FL

John Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mitchell R. Bruner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Reed Bruner's CRS (Customer Relationship Summary).

Certified licenses

Experience

HURLBURT FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 2/10/2025

Current Firm

HURLBURT FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HURLBURT FINANCIAL

TRUST BUT VERIFY

Similar Advisors