RB
Robert S. Bruner
BANKPLUS WEALTH ADVISORS
New Orleans, LA 70112
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CRD#: 6067859
RB
Professional summary
Robert Samuel Bruner is a registered financial advisor currently at BANKPLUS WEALTH ADVISORS located in New Orleans, Louisiana.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
Spot2Nite Inc. (New Orleans, LA). Recreational Vehicle IOS application - Advisor. help setup structure of business and helped with pitchbook presentations. Time devoted to business is minimal - weekends.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Samuel 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®
NoneExperience
Current
April 11, 2024 - Present
BANKPLUS WEALTH ADVISORS
Office #1: 909 Poydras St #1240, New Orleans, LA 70112RIA
CRD#: 152588
New Orleans, LA
Past
July 30, 2018 - January 11, 2024
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
PRINCETON, NJ
Past
June 11, 2018 - January 11, 2024
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
PRINCETON, NJ
Past
April 10, 2014 - May 14, 2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
CHICAGO, IL
Past
July 25, 2013 - April 4, 2014
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
BD
CRD#: 28262
BOSTON, MA
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".
BW
BANKPLUS WEALTH ADVISORS
BANKPLUS DIGITAL ADVISOR | MISSISSIPPI INVESTMENT MANAGEMENT COMPANY, LLC | MISSISSIPPI INVESTMENT MANAGEMENT COMPANY | MISSISSIPPI INVESTMENT MANAGEMENT CO., LLC | MIMCO | BANKPLUS WEALTH MANAGEMENT, LLC | BANKPLUS WEALTH ADVISORS
CRD#: 152588 / SEC#: 801-121567
RIA
Registered Investment Advisory firm - (6/21/2021 Approved)Louisiana
Registered Investment Advisory firm - (7/12/2021 Terminated)Mississippi
Registered Investment Advisory firm - (7/2/2021 Terminated)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
Louisiana(4/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BANKPLUS WEALTH ADVISORS
BANKPLUS DIGITAL ADVISOR | MISSISSIPPI INVESTMENT MANAGEMENT COMPANY, LLC | MISSISSIPPI INVESTMENT MANAGEMENT COMPANY | MISSISSIPPI INVESTMENT MANAGEMENT CO., LLC | MIMCO | BANKPLUS WEALTH MANAGEMENT, LLC | BANKPLUS WEALTH ADVISORS
CRD#: 152588 / SEC#: 801-121567
RIA
Registered Investment Advisory firm - (6/21/2021 Approved)Louisiana
Registered Investment Advisory firm - (7/12/2021 Terminated)Mississippi
Registered Investment Advisory firm - (7/2/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 Eastover Drive Suite 300, Jackson, MS 39211
Mailing Address
Phone number
(601) 607-4290
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 698 |
| AUM (Assets Under Management) | $ 186,099,182 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BANKPLUS WEALTH ADVISORS
CRD#: 152588New Orleans, LA 70112TRUST BUT VERIFY
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