Bonnie Lynn Robinson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 02/2024
  B Robinson Tax & Financial Services
  Burleson, TX
• 12/2008 → 09/2025
  Avantax Investment Services, Inc.
  Burleson, TX
• 12/2008 → 12/2023
  Rasco & Rasco
  Burleson, TX
• 08/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Burleson, TX
• 03/2017 → 09/2025
  Avantax Advisory Services
  Burleson, TX
• 06/2017 → Present
  Bonnie Robinson Rodan And Fields Consultant
  1132 Clairemont, TX
• 01/2018 → 09/2023
  R & R Premier Consulting Llc
  Burleson, TX
• 02/2024 → Present
  B Robinson Financial
  Godley, TX
• 02/2024 → Present
  B Robinson Financial
  Godley, TX
• 01/2025 → Present
  Psk Cpas
  Arlington, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Godley, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-03-22 → 2025-09-05
  Avantax Advisory Services
  Burelson, TX
  Dallas, TX
  Godley, TX

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-08
• S66 Uniform Combined State Law Examination
  1998-09-03

Other Names

• Bonnie Wolford
• Bonnie Lynn Seebruck
• Bonnie Lynn Seebruck-Riley
• Bonnie Lynn Seebruck