AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BC

Bruno Correa

EVERLAKE DISTRIBUTORS
Lincoln, NE
·CRD# 7775206·3 years experience

Professional Summary

Bruno Correa, who also goes by Bruno Carvalho Correa, Bruno Correa, is a registered financial advisor currently at EVERLAKE DISTRIBUTORS, LLC located in Lincoln, Nebraska. Bruno is registered as a RR (Registered Representative) and started their career in finance in 2023. Bruno has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bruno Carvalho Correa, Bruno Correa

Blog Corner

More Resources

Similar Advisors

AK
Andrew Thomas Katzenberger

KATZ CAPITAL ADVISORS

CALDWELL, ID · CRD#
View profile
TN
Teddy Kiarie Nganga

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

AK
Andrew Thomas Katzenberger

KATZ CAPITAL ADVISORS

CALDWELL, ID · CRD#
Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
TN
Teddy Kiarie Nganga

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

AK
Andrew Thomas Katzenberger

KATZ CAPITAL ADVISORS

CALDWELL, ID · CRD#
Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
TN
Teddy Kiarie Nganga

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

AK
Andrew Thomas Katzenberger

KATZ CAPITAL ADVISORS

CALDWELL, ID · CRD#
Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
TN
Teddy Kiarie Nganga

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#

Years of Experience

3 years in the financial services industry

Current & Past Employments

Current

EVERLAKE DISTRIBUTORS, LLCCurrent·CRD# 100460
BD
115 Canopy Street Suite 401, Lincoln, NE 68508
April 21, 2026 - Present

Past

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
Kennesaw, GA
August 24, 2023 - February 23, 2026

Similar Advisors

AK
Andrew Thomas Katzenberger

KATZ CAPITAL ADVISORS

CALDWELL, ID · CRD#
Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
TN
Teddy Kiarie Nganga

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#

Current Firm

ED
EVERLAKE DISTRIBUTORS, LLC

ALLSTATE DISTRIBUTORS, L.L.C. | EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460 / SEC#: 8-52029
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

3100 Sanders Road, Suite 303, Northbrook, IL 60062

Mailing Address

3100 Sanders Road, Suite 303, Northbrook, IL 60062

Phone Number

(847) 665-9930

Established

Delaware since 03/05/1999

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (50 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
EVERLAKE LIFE INSURANCE COMPANYPARENT OF BROKER/DEALER—
FONTANA, ANGELA KAYMANAGER6503740
HARRIGAN, JULIE ANNTREASURER, CONTROLLER AND FINOP7159150
JENESKE, PATRICK JOSEPHCHIEF COMPLIANCE OFFICER4293015
KENNEDY, REBECCA DIANEPRESIDENT AND MANAGER7364296
KIRCHHOFF, THERESE MARIEAML OFFICER4548686
LARGEY, TYLER EARL BAXTERCHAIRMAN OF THE BOARD AND MANAGER7470407

Similar Advisors

AK
Andrew Thomas Katzenberger

KATZ CAPITAL ADVISORS

CALDWELL, ID · CRD#
Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
TN
Teddy Kiarie Nganga

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

Similar Advisors

AK
Andrew Thomas Katzenberger

KATZ CAPITAL ADVISORS

CALDWELL, ID · CRD#
Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
TN
Teddy Kiarie Nganga

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Nebraska
(4/21/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2023About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2023About the SIE exam
FINRA
SRO Registrations

Similar Advisors

AK
Andrew Thomas Katzenberger

KATZ CAPITAL ADVISORS

CALDWELL, ID · CRD#
Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
TN
Teddy Kiarie Nganga

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Bruno Correa's CRS (Customer Relationship Summary).

Similar Advisors

AK
Andrew Thomas Katzenberger

KATZ CAPITAL ADVISORS

CALDWELL, ID · CRD#
Thomas Jefferson Sullivan III
Thomas Jefferson Sullivan III

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FREDERICKSBURG, VA · CRD#
TN
Teddy Kiarie Nganga

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#