Branch Manager



Wayne G. Brumm has over 39 years of professional experience in the areas of financial and tax planning, retirement consulting, accounting, investment analysis and portfolio management. Wayne is a certified public accountant (CPA) and CERTIFIED FINANCIAL PLANNER professional. He is also a general securities principal.

Wayne is a Branch Manager for Raymond James Financial Services, Inc., and supervises two satellite offices, which are located in different geographic regions of Indiana. His current client base consists of individuals and corporations from 22 different states.

Wayne resides in Valparaiso, Indiana, with his wife of 39 years. He has three children and six grandchildren.

In his free time, Wayne's life is consumed with his love for the game of basketball. He coaches one of the top 17-year-old boys basketball teams for Nike, Inc. In addition to motivating the young men to be better basketball players, he enjoys helping them secure successful futures through the attainment of college scholarship opportunities and mentoring them to be better human beings in the big game of life.

In fact, Wayne was recently honored at the 2008 Community Leadership Awards Gala in New York by the Invest in Others Charitable Foundation and InvestmentNews publication. He was honored for his leadership and achievements in the Mentoring Excellence category. The Mentoring Excellence category honorees demonstrate the commitment to not only provide quality financial advice to their clients, but also to have a lasting and profound impact on their local community through philanthropic and humanitarian involvement. Congratulations Wayne for the recognition of your hard work and dedication to impacting the lives of others!


Tax advice and/or accounting services offered by Wayne G. Brumm are independent of Raymond James Financial Services, Inc.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.