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Advisors / Georgia / Alpharetta
28yrs

William Bruning

Financial advisor at Wells Fargo Advisors

Based in Alpharetta, Georgia, William Bruning is a fiduciary financial advisor with 28 years of industry experience. William has been with Wells Fargo Advisors since 2022. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.

Alpharetta, GA 30004Top 19% by experience in AlpharettaFiduciary advisor

At a glance

Experience28 years (since 1998)
How that compares ?Top 19% by experience in Alpharetta
Office13560 Morris Rd Suite 1030, Alpharetta, GA 30004
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2022 – now
  2. 2003 – 2022

Questions to ask William

Tailored to William’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About William

How do I contact William?

Call Wells Fargo Advisors at 314-875-3000 and ask for William Bruning. William works from the Alpharetta, GA office.

How long has William been a financial advisor?

William has been in the industry since 1998, about 28 years. Top 19% by experience in Alpharetta.

What licenses does William hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is William a fiduciary?

William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is William paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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