Model Wealth

Model Wealth, Inc. is a Registered Investment Adviser founded by Randall Thomas Bruns in 2019. The firm specializes in financial planning services, with Mr. Bruns serving as the Founder and Senior Financial Planner. He holds professional designations including Series 66, RICP®, and CFP®. Model Wealth emphasizes a fiduciary duty to clients, with Mr. Bruns having no reportable disciplinary disclosures. The minimum initial investment or account size is not specified in the brochure. The fee structure indicates that Mr. Bruns does not receive commissions or compensation based on the sale of securities. Clients have the option to grant investment discretion to the advisor. Alex Connor Offerman, the Senior Financial Planner at Model Wealth since 2019, also holds the CFP® designation. He sits on the Board of Directors for the Financial Planning Association (FPA) of Illinois. Mr. Offerman does not receive additional compensation beyond regular salaries or bonuses and does not engage in activities that could create conflicts of interest. As the Chief Compliance Officer, he oversees the advisory activities of the firm's Supervised Persons. Anna Leigh Thornburg, the Director of Operations at Model Wealth since 2021, holds a Series 65 license. She is supervised by Alex Offerman, who ensures compliance with fiduciary obligations. Donovan Sanchez, the Director of Education and Senior Financial Planner at Model Wealth since 2023, also holds the CFP® designation. He is a financial planning instructor at the University of Illinois Urbana-Champaign and a passive partner in several LLCs. Mr. Sanchez is supervised by Alex Offerman, who oversees his advisory activities.