Brenna M. Bonillas

AMERITAS ADVISORY SERVICES

Exeter, CA 93221

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CRD#: 6379525

Professional summary

Brenna M Bonillas, who also goes by Brenna Marie Bonillas, Brenna Marie Garcia, Brenna Marie Hollingsworth, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Exeter, California and AMERITAS INVESTMENT COMPANY, LLC located in Exeter, California.

Brenna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Brenna has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brenna Marie Bonillas | Brenna Marie Garcia | Brenna Marie Hollingsworth

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.

Harvest Wealth Group; same as branch; inv rel; dba providing insurance products and services; Client Service Administrator; start date=07/2025; hrs/mo=165; trading hrs/mo=125; administration, trading, document preparation, account maintenance, investment management duties, non-client facing, non-advisory operations/administrative support * First Sierra Insurance Services; 2423 N Fairway St, Visalia CA 93291; non-inv rel; Medicare review and applications; Agent; start date=11/2022; hrs/mo=10; trading hrs/mo=0; Medicare review and applications

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenna M Bonillas'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

August 14, 2025 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 160 S E St, Exeter, CA 93221

RIA

CRD#: 317245

Exeter, CA

Current

August 14, 2025 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 160 S E St, Exeter, CA 93221

CRD#: 14869

Exeter, CA

Past

August 1, 2024 - February 20, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

FRESNO, CA

Past

July 31, 2024 - February 20, 2025

LPL FINANCIAL LLC

CRD#: 6413

FRESNO, CA

Past

June 21, 2023 - July 12, 2024

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

EXETER, CA

Past

June 20, 2023 - July 12, 2024

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

EXETER, CA

Past

July 14, 2016 - March 27, 2017

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

FRESNO, CA

Past

June 3, 2016 - March 27, 2017

GIRARD SECURITIES, INC.

CRD#: 18697

FRESNO, CA

Past

March 17, 2015 - April 29, 2015

SCF SECURITIES, INC.

CRD#: 47275

FRESNO, CA

Past

November 20, 2014 - February 5, 2015

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

WOODLAND HILLS, 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".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 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.

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

California
(8/14/2025)

IAR

California
(8/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/17/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/20/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/20/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/20/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

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.

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Brenna M. Bonillas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenna M Bonillas's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

GIRARD SECURITIES, INC.

GIRARD SECURITIES, INC.

SCF SECURITIES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2023

Series 7TO

Date: 6/20/2023

SIE

Date: 2/20/2022

Series 7

Date: 11/20/2014

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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