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Linda R. Bruininga

NWF ADVISORY SERVICES
Westlake Village, CA 91362
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CRD#: 5496240
LB

Professional summary


Linda Rae Bruininga, who also goes by Linda Rae Goeckner, is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Westlake Village, California and OSAIC WEALTH, INC. located in Westlake Village, California.

Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Linda has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Linda Rae Goeckner

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. BRUCO INVESTMENT GROUP POSITION: Founder NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 30721 Russell Ranch Road, Suite 140, Westlake Village CA 91362, United States DESCRIPTION: Speaking with clients about their life insurance and long term care needs. Preparing quotes and filling out applications. 2. NWF ADVISORY SERVICES, INC. POSITION: Investment Advisor Representative NATURE: Corporation - Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2025 ADDRESS: 30721 Russell Ranch Road, Ste 140, Westlake Village CA 91362, United States DESCRIPTION: I provide advisory services such as wrap, fee accounts and financial plans. I devote about half of my time to this business.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Linda Rae Bruininga's CRS (Customer Relationship Summary).
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®
None

Experience


Current

May 18, 2025 - Present

NWF ADVISORY SERVICES INC

Office #1: 30721 Russell Ranch Road #140, Westlake Village, CA 91362
RIA
CRD#: 110410
Westlake Village, CA
Current

September 7, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 2555 Townsgate Road Suite 200, Westlake Village, CA 91361
RIA
BD
CRD#: 23131
Westlake Village, CA
Past

September 7, 2023 - July 2, 2025

THE AMERIFLEX GROUP

RIA
CRD#: 305585
Westlake Village, CA
Past

October 8, 2021 - September 11, 2023

OSAIC ADVISORY SERVICES, LLC

RIA
CRD#: 171070
Westlake Village, CA
Past

October 8, 2021 - September 11, 2023

TRIAD ADVISORS LLC

BD
CRD#: 25803
Westlake Village, CA
Past

August 1, 2016 - October 12, 2021

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
VALENCIA, CA
Past

August 1, 2016 - October 12, 2021

FSC SECURITIES CORPORATION

BD
CRD#: 7461
VALENCIA, CA
Past

May 26, 2010 - July 15, 2016

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
MOORPARK, CA
Past

November 10, 2009 - July 15, 2016

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
MOORPARK, CA
Past

April 23, 2008 - November 9, 2009

WESCOM FINANCIAL SERVICES

BD
CRD#: 125650
SHERMAN OAKS, CA

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".
NA
NWF ADVISORY SERVICES INC
AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC

CRD#: 110410 / SEC#: 801-55681

RIA
Registered Investment Advisory firm - (6/30/1998 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
Alaska
(10/15/2025)
RR
Arizona
(9/7/2023)
RR
California
(9/7/2023)
IAR
California
(5/18/2025)
RR
Colorado
(9/7/2023)
RR
Florida
(9/7/2023)
RR
Idaho
(9/7/2023)
RR
Illinois
(9/7/2023)
RR
Indiana
(9/7/2023)
RR
Michigan
(3/26/2024)
RR
Missouri
(9/7/2023)
RR
Nevada
(9/7/2023)
RR
New Mexico
(9/7/2023)
RR
North Carolina
(9/11/2023)
RR
South Carolina
(9/19/2023)
RR
Tennessee
(9/23/2024)
RR
Texas
(9/7/2023)
RR
Wisconsin
(5/28/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/25/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


NA
NWF ADVISORY SERVICES INC
AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC

CRD#: 110410 / SEC#: 801-55681

RIA
Registered Investment Advisory firm - (6/30/1998 Approved)
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Contact information


Main Address
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064
Mailing Address
Phone number
(310) 475-5854
Established
Firm type
Fiscal year end
# of Employees
71

SEC notice filing (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NWF ADV PART 2 A 2024 (3/31/2025)

Regulatory assets under management


Total Number of Accounts11,979
AUM (Assets Under Management)$ 3,824,876,751

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.

Company Information


NWF ADVISORY SERVICES INC

CRD#: 110410Westlake Village, CA 91362

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