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

Edward Jones - Financial Advisor: Brody Brumm, 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.

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/04/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

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

Your team at Edward Jones works like a great pit crew. We anticipate, prepare and move with purpose, so you can focus on...
06/02/2026

Your team at Edward Jones works like a great pit crew. We anticipate, prepare and move with purpose, so you can focus on what's ahead. We all work together to keep your financial life on track, so you can keep moving toward your goals.

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employe...
05/28/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

You have choices at Edward Jones. Let’s talk through the ways we can work together, from investing approaches to putting...
05/19/2026

You have choices at Edward Jones. Let’s talk through the ways we can work together, from investing approaches to putting together a comprehensive, personalized financial plan.

Discover the power of planning: https://bit.ly/4wDrT4x

05/14/2026

Despite ongoing geopolitical uncertainty, markets have shown notable strength, in large part driven by resilient corporate earnings. Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC’s Squawk Box to break down what’s driving markets higher – and key considerations for investors looking ahead.

This material is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk.

Diversification does not ensure a profit or protect against loss in a declining market.

05/07/2026

Confused about how Social Security works? You’re not alone. Myths persist, but the truth is often far more reassuring. A little clarity can go a long way in building a confident retirement plan.

Learn more: https://bit.ly/42TqpFv

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or ...
05/05/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

No two of my clients are alike. That’s why you have choices at Edward Jones.As your financial advisor, I can help you un...
04/30/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/4cHWKF7

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Fin...
04/28/2026

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

Market corrections are normal and historically temporary, often creating attractive opportunities for disciplined long t...
04/14/2026

Market corrections are normal and historically temporary, often creating attractive opportunities for disciplined long term investors. The trigger for past corrections has varied, ranging from tight fed policy, economic disappointments, geopolitical uncertainties, the recalibration of lofty expectations, or a combination of these.

If you’d like to talk through how your portfolio is positioned for today’s environment, I’m here to help you stay focused on what you can control.

More insights: https://bit.ly/426dGii

Address

9745 Fall Creek Road, Suite 800
Indianapolis, IN
46256

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