Gatlin Bruner, CRPC, APMA

Gatlin Bruner, Financial Advisor

Financial decisions are rarely simple, and they’re often connected in ways that aren’t obvious at first. I help clients navigate that complexity by stepping in to organize the moving parts, clarify tradeoffs, and guide decisions so they don’t have to carry that burden on their own.

I take a measured approach that begins with listening and gaining a clear understanding of your priorities. Together, we work through goals, risks, and trade‑offs to develop long‑term strategies for saving, investing, and preparing for the future, with a focus on clarity, discipline, and sound decision‑making.

Before joining Wells Fargo Advisors, I worked as an advisor with Ameriprise Financial, where I developed experience in comprehensive investment planning and client‑focused portfolio management. I hold a bachelor’s degree in finance and marketing from Montana State University.

In addition to my education, I have earned both the Chartered Retirement Planning Counselor (CRPC®) designation and the Accredited Portfolio Management Advisor℠ (APMA®) certification from the College for Financial Planning. These credentials provide specialized expertise in retirement planning, investment strategy, asset allocation, and risk management, all of which I bring to clients seeking to help build and preserve their financial futures.

Growing up in the Flathead Valley, I have always appreciated the Montana lifestyle. I love taking advantage of the many outdoor hobbies the area offers, including skiing, fishing, and spending time on Echo Lake whenever I can. Staying close to my family and remaining connected to this community is something I truly cherish.