Elizabeth Marie Brunson
Investment adviser representative at Index Fund Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$5.9BFirm assets
26 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 assetsFixed or flat fee
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
11 years in the industry.
- Index Fund Advisors, Inc.Jul 2024 to now
- Grant ThorntonJun 2024 to Jun 2024
- University of California, IrvineAug 2023 to May 2024
- Grant ThorntonJun 2023 to Aug 2023
- Diocese of OrangeSep 2022 to Mar 2023
- BdoJul 2022 to Aug 2022
- California State University, FullertonAug 2021 to May 2023
- Csuf Accounting School - Managerial Auditing JournalAug 2021 to May 2023
- Murphy, Murphy, and Murphy CpasNov 2019 to Mar 2020
- Irvine Valley CollegeAug 2019 to Aug 2021
- High SchoolApr 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Index Fund Advisors, Inc.
$5.9BAssets managed
2,159Clients
18Advisers
26 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
- 8082399
- Firm CRD
- 109143