Our Qualifications
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 many 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
nursing home protection, estate preservation or wealth-
management strategies.
Kevin is a Registered Representative with Harbour Investments,
Inc. and FINRA, the Financial Industry Regulatory Authority.
Moreover, he is a member of Harbour Investments highly
acclaimed Captain's Club and Admiral's Club. Kevin is also
recognized as a member of Prudential Annuities Masters Council
and was recently recognized by Americo Financial as one of the
Top Ten Annuity Producers Nationwide for an 18-month period
ending December 31, 2007.
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.
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