Brenna
Bonillas
Ameritas Advisory Services, LLC
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About this Advisor
Brenna Bonillas is a financial advisor based in Exeter, California, working with Ameritas Advisory Services, LLC. Brenna has previously held positions at C & L Ag Services, Thrivent Investment Management Inc, Scf Securities, Inc, Intelligent Design, Girard Securities, Js Insurance Agency Inc, Roloff Wealth Management Inc, Liberty County High School, Southern Oregon University, The Inn At Schofield, Inverness Technologies, Inc, Island Palm Communities, Inc, Harvest Wealth Group, Ameritas Advisory Services, LLC, and Ameritas Investment Company, LLC. Brenna has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Brenna is part of Ameritas Advisory Services, LLC, which operates out of Exeter, California. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brenna Bonillas Work History
Harvest Wealth Group
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Island Palm Communities, Inc
Inverness Technologies, Inc
The Inn At Schofield
Southern Oregon University
Liberty County High School
Girard Securities
Roloff Wealth Management Inc
Scf Securities, Inc
Js Insurance Agency Inc
Thrivent Investment Management Inc
Intelligent Design
C & L Ag Services
Disclosures
Please visit the SEC profile of Brenna Bonillas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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