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Becoming A Client PDF Print E-mail

It was once said, “It’s not how big you can become, but how small you can stay.”

Taking care of our existing clients is our first priority, and therefore we are quite careful about the number of new clients we add to The Brauner Company family each year.

Prospective clients are offered a complimentary introductory meeting, at which time we will jointly assess if there is a good fit between The Brauner Company and the prospective client. Our promise is that, regardless of the outcome of the meeting, the prospective client will receive value for the time invested. If you are planning for, or currently experiencing, a major life transition, and would like to investigate how an independent, family-owned firm might provide guidance on the financial and lifestyle aspects of the transition, we invite you to call or email us to schedule a complimentary introductory meeting.


Securities offered through Securities America, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. Fritz Brauner (CA Insurance Lic. #0671627) and Sue Brauner (CA Insurance Lic#0707989), Registered Representatives. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Fritz Brauner and Sue Brauner, Investment Advisor Representatives. The Brauner Company and Securities America, Inc. are unaffiliated. Fritz Brauner is Securities Licensed in: AZ, CA, CO, HI, IL, MA, MN, NH, NV, OH, OR, WA. Fritz is also Insurance Licensed in AZ, CA, IL, NV, OR, WA. Sue Brauner is Securities Licensed in: CA, ID, MN, NM, WA, WI. Sue is also Insurance Licensed in CA, ID, MN, NM, NV, WA.