Lindi Ann Bruning

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 08/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Abilene, TX
• 08/2006 → 06/2021
  Bank Of America
  Abilene, TX
• 06/2024 → Present
  Bank Of America, N.A.
  Abilene, TX

Other Businesses

I*: 2080264Entity Type: Entity CharitableName of OBA: Abilene A&M ClubAddress: Abilene, TX 79604Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 1/1/2025Number of Hours: 10 hrs mthlyNumber of Hours during trading: 1 hr mthly Duties: The purpose of the Abilene A&M Club is to regularly meet with local Aggies and provide scholarships for local student planning to attend the university. Currently they have asked me to replace an exiting board member. There are a total of 6 board members outside of the officers who meet monthly. Duties would include organizing local membership events and social media posting for club recognition. Would be 1 of 6 board members who would vote on scholarship applicants to receive scholarships from the funds raised by the club. No direct control of any other funds of the club. I*2947287, Entity Type: Entity Charitable, Name of OBA: Junior League of Abilene, Address: Abilene, Texas, 79602, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 11/03/2025, No Hours: 15 Yearly, No Hours during Trading: 0 Yearly, Duties: Volunteer at local non profits. Help support local fund raising efforts through annual Christmas Carousel hosted by Junior League, Junior League is a service organization I*: 2974287 Entity Type: Fiduciary role Name of OBA: C. C. Address: Abilene, TX 79606 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/17/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Parent I*: 2974288 Entity Type: Fiduciary role Name of OBA: C. C. Address: Abilene, TX 79606 Investment Related: No Position, Title, Association: Executor Employee Start Date: 09/17/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Executor/Parent

Exams

• S66 Uniform Combined State Law Examination
  2022-04-26

Other Names

• Lindi Ann Cofer