Patrick Joseph Brunner
Investment Adviser Representative at Fiduciary Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Joseph Brunner is an investment adviser representative with Fiduciary Financial Advisors in Grand Rapids, MI, where they have been registered since 2023. They have worked in the securities industry since 2023 and were previously registered with Nylife Securities LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 28
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- New York Life Insurance CompanyMar 2022 – no end date reportedGrand Rapids, MI
- NYLIFE Securities LLCMar 2023 – Jul 2023Grand Rapids, MI
- 2M Financial Group (NYL dba)Mar 2022 – no end date reportedGrand Rapids, MI
- United Wholesale MortgageJan 2021 – Oct 2021Pontiac, MI
- Michigan State UniversityAug 2018 – May 2020East Lansing, MI
- Marine Corp ReserveFeb 2014 – Feb 2020Battle Creek, MI
- UnemployedOct 2021 – Mar 2022Grand Rapids, MI
- UnemployedMay 2020 – Jan 2021Grand Rapids, MI
- Fiduciary Financial AdvisorsSep 2023 – no end date reportedGrand Rapids, MI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fiduciary Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0095
- Under $2,000,0000.95%
- $2,000,001 to $5,000,0000.90%
- $5,000,001 to $10,000,0000.75%
- $10,000,001 to $50,000,0000.55%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 51
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Grand Rapids, MI
- SEC file number:
- 801-120619
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 14, 2026
View full firm profileOther advisors at Fiduciary Financial Advisors
Showing 12 of 51 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Joseph Brunner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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