Sonja G. Breeding
Professional summary
Sonja Grace Breeding, CFP®, who also goes by Sonja Grace Schuemann, Sonja Grace Schuemann-breeding, is a registered financial advisor currently at REBALANCE LLC located in Danville, California.
Sonja is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Sonja has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sonja Grace Breeding's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
September 6, 2022 - Present
REBALANCE LLC
August 10, 2012 - December 3, 2021
HOMEWOOD CAPITAL MANAGEMENT, INC.
June 2, 2011 - December 31, 2011
HOMEWOOD CAPITAL MANAGEMENT, INC.
January 5, 2004 - March 29, 2004
KANE INVESTMENT MANAGEMENT, INC.
Primary Firm SEC Registration
REBALANCE LLC
CRD#: 158242 / SEC#: 801-72723
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/6/2022)
Current Firm
REBALANCE LLC
CRD#: 158242 / SEC#: 801-72723
Contact information
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,607 |
| AUM (Assets Under Management) | $ 1,558,126,646 |
Red Flags
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