Our Affiliation

We are proudly affiliated with Benjamin F. Edwards Wealth Management. They provide us with the critical infrastructure that allows us to focus on our shared goal—serving our clients. We rely on their team for compliance, fee billing, technology management, and other essential daily operating support.

Brunner Wealth Management is associated with Benjamin F. Edwards® & Co. (“BFE”)—a dually-registered broker-dealer and investment adviser and member of FINRA and SIPC—and its affiliate, Benjamin F. Edwards Wealth ManagementSM LLC, d/b/a Edwards Wealth Management (“EWM”), an SEC-registered investment adviser. BFE and EWM are affiliates through their common ownership by Benjamin Edwards, Inc. Depending on the context, the names “Benjamin F. Edwards®,” “Benjamin Edwards,” or “Edwards” can refer to either EWM, BFE, or both.
Benjamin F. Edwards does not provide tax or legal advice.