BR
Bonnie L. Robinson
CETERA INVESTMENT ADVISERS LLC
GODLEY, TX
Some features on this profile are disabled
CRD#: 3078680
BR
Professional summary
Bonnie Lynn Robinson, who also goes by Bonnie Lynn Seebruck, Bonnie Lynn Seebruck-riley, Bonnie Wolford, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Godley, Texas and CETERA WEALTH SERVICES, LLC located in Godley, Texas.
Bonnie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Bonnie has worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bonnie Lynn Seebruck | Bonnie Lynn Seebruck-Riley | Bonnie Wolford
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) B ROBINSON TAX POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2008 ADDRESS: 104 Lone Star Way, Godley TX 76044, DESCRIPTION: tax prep during tax season only 2) BONNIE ROBINSON RODAN AND FIELDS CONSULTANT POSITION: Owner/Sole Proprietor NATURE: Product Sales/Marketing/Leasing Misc. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 104 Lone Star Way, Godley TX 76044, DESCRIPTION: Skin Product Consulting and Sales 3) B ROBINSON FINANCIAL POSITION: Financial Advisor & Tax Accountant NATURE: Sales of financial investments and life insurance,Financial planning,Wealth Management,Tax Prep and Accounting INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/01/2024 ADDRESS: 104 Lone Star Way, Godley TX 76044, United States DESCRIPTION: Advise clients on financial and investment matters,Prepare financial plans,Review existing investments and help provide options best suited based for them based on their specific needs,Life insurance review and provide quotes and placement of suitable life insurance products,Wealth Management,Tax Prep and business accounting 4) PSK CPAS POSITION: Tax Manager- Employee NATURE: Prepare & Review Income Tax Returns for individuals and businesses. Prepare and Review Accounting and Financial Statements for Businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 01/06/2025 ADDRESS: 3001 Medlin Dr, Suite 100, Arlington TX 76015, United States DESCRIPTION: Review Tax Returns for business & individuals Prepare Tax Returns for business & individuals Review Accounting for business clients Review Prepared Business Financial Statements Work with accounting team on any client questions Tax Advice
CRS (Client Relationship Summary) - RIA
Click below to view Bonnie Lynn Robinson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
GODLEY, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Godley, TX
Past
March 22, 2017 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Godley, TX
Past
January 8, 2009 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Godley, TX
Past
February 29, 2008 - December 5, 2008
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
CLINTON, IL
Past
December 15, 2004 - February 12, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
MT ZION, IL
Past
June 30, 2004 - November 18, 2004
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
Past
August 14, 1998 - June 30, 2004
HOCHMAN & BAKER SECURITIES, INC.
BD
CRD#: 19949
STAMFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(9/5/2025)
RR
Illinois(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Missouri(9/5/2025)
RR
Nebraska(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Wisconsin(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
