GM
Gretchen M Brunner
CRD 5054460
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Comprehensive Planning Associates, Ltd. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Comprehensive Planning Associates, Ltd.
Chief Compliance Officer · Less than 5% · Mar 2012
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗