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RIA / WealthAdvisorCertified Financial Planner23 years in industry

STEPHANIE BRUNO

Advisor at MISSION WEALTH MANAGEMENT, LP

SANTA BARBARA, CA | Seattle, WA

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Search this name across graphsid dfx:ria:15ac2874-aa72-8491-be4e-5d0c4a6ee5cb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 24, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MISSION WEALTH MANAGEMENT, LP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 12, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jun 12, 2003
First registration: Feb 24, 2005
Dual registered: no
Other names: STEPHANIE BRUNO SHEPARD
IAPD individual key: 2952200

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MISSION WEALTH MANAGEMENT, LP	Independent wealth	Oct 1, 2021	n/a	yes	SANTA BARBARA, CA\|Seattle, WA	Current employment
Dynamic	Independent wealth	Apr 16, 2012	Sep 30, 2021	no	PHOENIX, AZ\|DENVER, CO\|SEATTLE, WA\|SEATTLE, WA\|DENVER, CO\|SEATTLE, WA\|SEATTLE, WA	Previous registration
CASCADE FINANCIAL MANAGEMENT, INC.	Former SEC adviser	Dec 2, 2008	Apr 16, 2012	no	DENVER, CO\|DENVER, CO	Previous registration
PINION WEALTH MANAGEMENT, LLC	Independent wealth	Feb 24, 2005	Nov 25, 2008	no	GREELEY, CO\|GREELEY, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Dynamic	MISSION WEALTH MANAGEMENT, LP	Sep 30, 2021	Oct 1, 2021	1	Firm change	RIA to RIA
CASCADE FINANCIAL MANAGEMENT, INC.	Dynamic	Apr 16, 2012	Apr 16, 2012	0	Firm change	Other
PINION WEALTH MANAGEMENT, LLC	CASCADE FINANCIAL MANAGEMENT, INC.	Nov 25, 2008	Dec 2, 2008	7	Firm change	Other

Relationships

Registered with (4)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: current employment
Oct 1, 2021 to presentfactForm ADV
→ DYNAMICRegistered adviserregistration: previous registration
Apr 16, 2012 to Sep 30, 2021factForm ADV
→ CASCADE FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 2, 2008 to Apr 16, 2012factForm ADV
→ PINION WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 24, 2005 to Nov 25, 2008factForm ADV

Dated events

No dated event names this entity yet.