Linda
Bruininga

The Ameriflex Group

CRD#5496240
Investment Advisor
in Thousand Oaks, CA

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About this Advisor

Linda Bruininga is a financial advisor based in Thousand Oaks, California, working with The Ameriflex Group. Linda has previously held positions at Unionbanc Investment Services, Fsc Securities Corp, Triad Advisors, Osaic, and The Ameriflex Group. Linda has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Linda is part of The Ameriflex Group, which operates out of Thousand Oaks, California. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

30721 Russell Ranch Road Suite 140
Thousand Oaks, CA 91362

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

CA Average: $664,206,839
Total Number of Employees

149

CA Average: 10
Total Number of Accounts

16,327

CA Average: 1,698
Average Account Size

$399,485

CA Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Linda Bruininga Work History

2023 - Present (1 year)

Osaic

2023 - Present (1 year)

The Ameriflex Group

2021 - 2023 (2 years)

Triad Advisors

2016 - 2021 (5 years)

Fsc Securities Corp

2009 - 2016 (7 years)

Unionbanc Investment Services

Disclosures

Please visit the SEC profile of Linda Bruininga to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Ameriflex Group

Jesse Shepherd
Fort Wayne, IN
Noah Weinstein
Jamestown, NY
Wade Cross
Lubbock, TX
Roger Olson
Fort Collins, CO
Christina King
St Petersburg, FL
Winston Waring
Scottsdale, AZ
Dean Dowson
Denver, CO
Christine Lane
Pittsford, NY

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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