Bill Brunot

Bill Brunot

NorthPlex Financial

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Financial Professional

Offering advice since: 1989

Areas of expertise:

  • Annuities
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities

Further information about Bill Brunot:

Bill, born in Swampscott, MA, graduated with degrees in Sociology/Psychology and a minor in Mathematics at Bates College prior to advanced studies in Business at the University of Maine, University of Dayton, and Penn State University where he earned an MBA degree. His corporate experiences include a successful business career as an Industrial Engineer, Operations Manager, and V.P. of Operations for several large manufacturing companies and a very enjoyable "second job" as an Adjunct Professor in Economics and Accounting at Elizabethtown College in Pennsylvania for many years.

As a Registered Representative and a Financial Professional for over 20 years, Bill satisfies his passion for empowering others to reach their financial goals by not only teaching Retirement Planning workshops offered in local schools and community colleges, but also by meeting one-on-one with both individuals and couples of all ages to help them put their plans into action.

Bill is a Registered Representative with Woodbury Financial Services, Inc. a large broker-dealer with the home offices in St. Paul, Minnesota.

Bill enjoys golf while remaining active in the business community as an occasional guest speaker for various local groups. He and his wife, Shirley, reside in Highland Village, Texas. They have two grown sons and three teenage grandchildren.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Series 6

Education:

Not specified

Will provide references upon request?

Yes


Further information about NorthPlex Financial:

NorthPlex Financial

(Size of firm: 0-9 advisors)

NorthPlex Financial Solutions was created with the primary philosophy that its clients would best be served by having access to registered representatives with high professional and ethical standards whose recommendations were not affected by corporate pressure to offer "in-house" or proprietary products, and whose focus would be the needs of the client rather than the needs of the representative.

From that simple beginning, NorthPlex Financial Solutions has become associated with Woodbury Financial Services, Inc., a national independent broker/dealer licensed to offer securities and insurance products in all fifty states. Woodbury is registered with the Securities & Exchange Commission (SEC) and is a member of both the former NASD, now called the Financial Industry Regulatory Authority (FINRA) www.finra.org, and the Securities Investor Protection Corporation (SIPC) www.sipc.org. Woodbury's history spans over 100 years of service to clients across the United States.

One of the most important investment decisions investors will make is their choice of a financial consultant/registered representative. With the help of their registered representative, investors can develop a financial strategy suited to their individual investment needs, objectives and goals.
As such, NorthPlex registered representatives have access to research, detailed portfolio, industry reports, and professional money managers.

It is the representative's job to keep the client's financial objectives in perspective. The temptation for investors to place short-term desires ahead of long term needs and goals can be very strong. Investors should work with and allow their representatives the opportunity to provide the experience, information, and discipline necessary to help them accomplish their long-term financial goals.
NorthPlex's representatives put customers first, listen to their objectives and goals and, equipped with this information, research the vast array of possible solutions. Recommendations are then made based on what is best for the customer, free from the inherent conflicts of interest which arise when a company limits or focuses its range of available investments to in-house products.

NorthPlex Financial Solutions was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus striving to earn a reputation for excellence in our industry. Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully making prudent decisions concerning one's future financial condition. For each of our clients we strive to help create the financial stability and security to provide them with true financial independence.


Securities offered through Woodbury Financial Services, Inc., Member FINRA and SIPC.
NorthPlex Financial Solutions and Woodbury Financial Services, Inc., are not affiliated entities.


Contact Information for Bill Brunot

Phone: (972) 221-3900
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Fax: (972) 221-3933

Address for Bill Brunot:
1422 W. Main St
Suite 106
Lewisville, TX, 76208

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