Nancy E. Brunn

LATITUDE ADVISORS

Mundelein, IL 60060

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CRD#: 6598227

Professional summary

Nancy Elizabeth Brunn, who also goes by Nancy Elizabeth Voll, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Mundelein, Illinois and GWN SECURITIES INC. located in Mundelein, Illinois.

Nancy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Nancy has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nancy Elizabeth Voll

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.

5/2001 - Brunn & Assoc, Inc. - CPA firm - accounting and tax preparation - not investment related - spend 30-40 hours per week at business - CPA/President of firm Latitude Advisors LLC 700 N Lake Street, Suite 204 Mundelein, IL 60060 Investment Adviser Representative Independent Contractor Start Date-May, 2016 2 hours per month LUNA & KOI CO. POSITION: Accountant NATURE: Online sales of specialty items INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 28749 W Pondview Dr, Lakemoor IL 60051, United States DESCRIPTION: Primary duties will be handling the accounting of the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Elizabeth Brunn'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

May 12, 2016 - Present

LATITUDE ADVISORS, LLC

Office #1: 700 N Lake Street Suite 204, Mundelein, IL 60060

RIA

CRD#: 151001

Mundelein, IL

Current

February 9, 2016 - Present

GWN SECURITIES INC.

Office #1: 700 N. Lake Street Suite 204, Mundelein, IL 60060

RIA

CRD#: 128929

Mundelein, IL

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".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 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.

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

Florida
(1/4/2023)

IAR

Illinois
(5/12/2016)

Illinois
(5/16/2016)

Indiana
(1/4/2023)

Minnesota
(10/26/2022)

Nevada
(1/4/2023)

North Carolina
(1/3/2018)

Texas
(8/2/2018)

Wisconsin
(1/4/2023)

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: 5/12/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/9/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

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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Nancy E. Brunn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Elizabeth Brunn's CRS (Customer Relationship Summary).

Certified licenses

Experience

LATITUDE ADVISORS, LLC

GWN SECURITIES INC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2016

SIE

Date: 10/1/2018

Series 7

Date: 2/9/2016

FINRA

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

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