Edward Jones - Financial Advisor: Brody Brumm, MBA, CFP, CEPA

Edward Jones - Financial Advisor: Brody Brumm, MBA, CFP, CEPA As a financial advisor with Edward Jones, I’m passionate about helping individuals, families, and business owners build, manage, and protect what matters most.

I earned a bachelor’s degree in finance, an MBA, and a Master’s in Financial Planning from Liberty University. I also hold the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Exit Planning Advisor® (CEPA®) designations. These credentials reflect my commitment to helping clients make informed financial decisions with confidence at every stage of life. I enjoy partnering with:
• Individuals a

nd families planning for the future
• Business owners preparing for growth and eventual exits
• Pre-retirees preparing for retirement
• College coaches and professional athletes navigating unique financial journeys

I believe effective financial planning starts with a personalized strategy built around your goals, values, and priorities. I help clients navigate:
1. Cash flow and income planning
2. Investment and portfolio strategies
3. Risk management and protection planning
4. Retirement and estate strategies
5. Long-term wealth transfer strategies

My goal is to simplify complex financial decisions and provide clarity, confidence, and direction through every season of life.

Faith-based investing enables you to incorporate your religious beliefs into your investment decisions. No matter your r...
08/27/2026

Faith-based investing enables you to incorporate your religious beliefs into your investment decisions. No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.

No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.www.edwardjones.com/us-en

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the ...
08/18/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you hammer this out and build a strategy for what's important to you. Let’s chat.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4g0JQUs

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfoli...
08/13/2026

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfolio, owning quality investments and investing for the long term.

Tips for reaching your goals

Your business is more than a source of income. It's likely one of your most significant financial assets.As a financial ...
08/11/2026

Your business is more than a source of income. It's likely one of your most significant financial assets.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I work with business owners to bring clarity and intention to one of the most complex decisions they'll face: what happens next.

From exit planning to succession strategy to long-term transition planning, I can help design a comprehensive financial strategy that’s right for you.

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should wo...
08/06/2026

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should work for you years down the road too. We break down Medicare's two options and help you think through what matters most.

As you approach 65, you’re likely thinking about the next chapter — travel plans, new hobbies and time with loved ones.www.edwardjones.com/us-en

You’ve poured your heart and soul into your business. But are you ready for what comes next?Whether your goal is to reti...
08/05/2026

You’ve poured your heart and soul into your business. But are you ready for what comes next?

Whether your goal is to retire with confidence, ensure your loved ones are cared for, or pass along what you've spent years building to the next generation, having a solid financial plan can make all the difference.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I help business owners think through their next big chapter. If you're ready to start the conversation, I'd be glad to help.

07/30/2026

One thing I've learned from working with clients is that people's experiences with today's economy can look very different.

While headlines and economic data provide important context, the conversations I'm having often reveal a more personal perspective on financial confidence, concern and opportunity.

That's why I found the insights in Edward Jones' Pulse of North America series so valuable.

🔍 In this discussion, Edward Jones Senior Economist James McCann and Financial Advisor Daniel Klug explore the K-shaped economy and the different ways households are experiencing the current environment.

📊 Among the findings from research conducted in partnership with Gallup:
• 8 in 10 Americans report some level of financial stress or uncertainty.
• More than half fall in the "conflicted middle" – making financial progress while remaining concerned about what's ahead.

▶️ Watch the full conversation: https://bit.ly/4w3NuSe

Source: Gallup & Edward Jones, Money and Meaning: Understanding Financial Fulfillment, 2026.

Address

2159 Glebe Street, Suite 150
Carmel, IN
46032

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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