Brenna M Bonillas
Investment adviser representative at Ameritas Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$13.7BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameritas Advisory Services, LLCJul 2025 to now
- Ameritas Investment Company, LLCJul 2025 to now
- Harvest Wealth GroupJul 2025 to now
- First Sierra Insurance ServicesNov 2022 to now
- Visalia Unified School DistrictOct 2024 to Jun 2025
- LPL Financial LLCJul 2024 to Feb 2025
- Ameritas Advisory Services, LLCApr 2023 to Jul 2024
- Ameritas Investment Company, LLCApr 2023 to Jul 2024
- Harvest Wealth GroupApr 2023 to Jul 2024
- Island Palm Communities, IncAug 2022 to Apr 2023
- Inverness Technologies, IncMar 2021 to Aug 2022
- The Inn At SchofieldDec 2020 to Mar 2021
- Southern Oregon UniversitySep 2019 to Sep 2021
- Liberty County High SchoolJul 2017 to Aug 2019
- UnemployedMay 2017 to Jul 2017
- Roloff Wealth Management IncJun 2016 to May 2017
- Girard SecuritiesMay 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6379525
- Firm CRD
- 317245