David Brunson

Financial advisor at Valmark Advisers, Inc. · Fort Mitchell, KY

Last updated 2026-10-10

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David Brunson is a financial advisor at Valmark Advisers, Inc. in Fort Mitchell, KY, CRD 7781010. Licenses and exams on the registration: Series 66. IAPD registration began 2026-02-18.

Registration

CRD number
7781010
Registration status
Active
IAPD registration
2026-02-18
Industry Experience
0 years
Work Experience
10 years
States registered
KY

Licenses and exams

  • Series 66

Work history

  • 2016-08 to 2020-08 · Covington Catholic High School · Park Hills, KY
  • 2020-08 to 2024-05 · University of Kentucky · Lexington, KY
  • 2024-05 to 2024-12 · New York Life Insurance Company · Louisville, KY
  • 2024-12 to Present · Broadview Financial Advisors · Fort Mitchell, KY

Current employment

SEC IAPD record for David Brunson

Valmark Advisers, Inc.

Regulatory AUM
$10,166,311,019
Registered advisors
295
Offices
149
Clients per advisor
50.5 (Low)
Average AUM per client
$682.8K (Low)
High-net-worth client ratio
10.9% (Low)

Valmark Advisers, Inc.: advisors, services and reported ETF investments

About

David Brunson is a financial advisor at Valmark Advisers, Inc. in Fort Mitchell, KY. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 10 years of reported work history. Reported roles include Broadview Financial Advisors, New York Life Insurance Company, University of Kentucky, Covington Catholic High School.

Valmark Advisers, Inc.'s firm-level Form ADV reports 295 advisors across 149 offices; approximately 50.5 clients per advisor, average assets per client of $682,761, and regulatory AUM of $10.2B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.

PortfolioFuture's firm-level 13F analysis covers $8.9B across 425 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Brunson personally.

Reported ETF positions

Valmark Advisers reports 425 ETF positions worth $8.9B on Form 13F; the largest are listed.

Largest ETF positions reported by Valmark Advisers
FundReported value
VEA — Vanguard FTSE Developed Markets ETF$864M
SPYG — State Street SPDR Portfolio S&P 500 Growth ETF$563.8M
SPYV — State Street SPDR Portfolio S&P 500 Value ETF$563M
SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF$479.6M
VTIP — Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares$369.1M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Valmark Advisers, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Insurance Company or Agency

Location

250 Grandview Drive, Ste. 475, Fort Mitchell, KY 41017

3 advisors at this office.

Valmark Advisers office in Fort Mitchell, KY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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