Broker Check
Brandi Luna

Brandi Luna

Client Service Associate

As a client service associate, Brandi is responsible for maintaining client accounts, administrative functions, and relationships for KPM Wealth Advisors.

Practice Emphasis

  • Account opening & maintenance
  • Client request management
  • Client relationship support

Education

  • B.S. degree in Business Management, Missouri State University
  • Participates in 20+ hours of CPE annually

Licensing

  • Series 7 & 66

Community Involvement

  • United Way of the Ozarks, Day of Caring Volunteer
  • Springfield Ballet, Former Board Member