Brent Imaury Herrera

Current Employers

Employment History

• 08/2018 → Present
  Mutual Of Omaha Investor Services
  Concord, CA
• 08/2018 → Present
  Mutual Of Omaha Insurance Company
  Concord, CA
• 07/2018 → 09/2018
  Fremont Bank
  Castro Valley, CA
• 08/2014 → 07/2018
  Jj's Pie Co.
  Reno, NV

Other Businesses

(1) Insurance Agent - Start Date: 08/2018 - Non-investment Related - Insurance lines of business: Health, Life, Dental, Vision, and Annuities - Hours/per week during trading hours: 40 (2) Director - Dublin Chamber of Commerce - Start Date: 02/24/2021 - 6300 Village Pkwy STE 200, Dublin, CA 94568 - Hours/month during trading hours: 4 - Non-investment Related - to govern and set policy for the Chamber, control its property and facilities, support its mission, and direct its activities. Expected to participate in Board activities and provide leadership to the organization. (3) Mutual of Omaha Mortgage Lead Incentive Program; not investment-related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services. (4) Founder and Partner of Herrera May Wealth Management (DBA, as of 05/2023), a financial services organization. (5) Managing Member of Herrera Wealth Management LLC (as of 10/2025), DBA for tax purposes only. (6) ADU Rental - Not-investment Related - Owner - Start Date: 01/15/2024- 2267 Huron Dr. Concord, CA 94519 - Residential Rental. Hours/month during trading hours: 0. Overall maintenance of rental property.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-05-29
• S65 Uniform Investment Adviser Law Examination
  2018-10-25

Designations