Kelly Brunger has been an investment adviser representative at SGL Investment Advisors since January 2021, and is not listed among the firm’s executive officers or direct owners. Kelly Brunger holds a B.A. in Communications from the University of Puget Sound.
SGL Investment Advisors, Inc. is a Missoula, MT firm with $440M under management, 883 clients and 6 advisers in one office, as of its September 2026 filing.
Kelly Brunger is Financial Advisor of SG Long Financial. She has worked in the financial services industry since moving to New York City in 2001. Her earlier roles included publicity and office administration at CSPR, executive assistant positions at JP Morgan, Houlihan Lokey and Deutsche Bank in New York, and CEO of Alaska to Africa Travel, LLC from 2013 to 2020.
Kelly Brunger’s longest registration is the current one, 7 years at S.G. Long & Company since 2019.
- – present · 5 yearsMissoula, MT · Adviser representative · Firm CRD 145167
- S.G. Long & CompanyAlso current– present · 7 yearsMissoula, MT · Adviser representative · Firm CRD 47511
Investment adviser representative registrations
Kelly Brunger is registered as an investment adviser representative in 2 states. The first approvals date from January 2019; the most recent is Texas, in March 2025.
- MontanaSince 4 January 2019
- TexasSince 3 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 September 2018 |
| Series 7 | General Securities Representative Examination | 23 March 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kelly Ross Brunger
- CRD
- 6802145
- Firm
- SGL Investment Advisors · CRD 145167
- Office
- 283 W. FRONT STREET SUITE 302, Missoula, MT 59802-4328
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- sglongfinancial.com
Where does Kelly Brunger work?
Kelly Brunger is an investment adviser representative registered through SGL Investment Advisors, Inc. since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Brunger a financial advisor?
Yes. Kelly Brunger has a current investment-adviser registration in Montana and Texas, through SGL Investment Advisors since January 2021.
How many years of experience does Kelly Brunger have?
Kelly Brunger has 8 years in the financial industry, since March 2018, across 2 adviser firms.
What exams has Kelly Brunger passed?
Kelly Brunger has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2018. FINRA credited Kelly Brunger with the SIE, which began in October 2018.
Where is Kelly Brunger based?
Kelly Brunger’s registered office is in Missoula, MT.
Is Kelly Brunger registered with FINRA?
Yes. Kelly Brunger has a current broker registration, under CRD 6802145.
Source: FINRA BrokerCheck
How can I verify Kelly Brunger’s record?
Search CRD 6802145 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kelly Brunger’s full registration record.
