As a financial professional, Kevin Bruner is dedicated to
providing his clients with the professional and individual
attention necessary to help them achieve their financial goals.
With over 30 years of experience in the financial services arena,
Kevin works closely with his clients to help identify their
financial needs and determine the best strategies to help meet
those needs. His personal mission is to help his clients achieve financial security so they're able to enjoy retirement comfortably. He accomplishes this by providing accurate and up-to-date education to his clients and creating a customized retirement
plan for each individual.
Kevin offers a personalized plan to meet every client's needs.
He has assisted his clients in reducing their taxes on social
security, increasing their fixed monthly income and preserving
the retirement "nest egg" which they have worked so hard to
accumulate. Kevin is able to address issues that may
affect his clients during their retirement years, whether it's
wealth-management strategies, estate preservation or nursing home protection.
Kevin is a Investment Advisor Representative and a Registered Representative with Harbour Investments, Inc. and FINRA, the Financial Industry Regulatory Authority. He is a member of Harbour Investments highly acclaimed Captain's Club. Kevin is also recognized as a member of Jackson National Life Insurance Company's Stars Club.
Kevin lives in Rib Mountain, WI with his wife Marne` and he has five children. Outside of his busy professional life, Kevin is an avid golfer and enjoys boating and fishing.