Unclaimed Profile

Bernadetta Kaleta Scholz

TRILINC GLOBAL ADVISORS, LLC·MANHATTAN BEACH, California

Clean recordTRILINC GLOBAL ADVISORS, LLC

1230 ROSECRANS AVE, MANHATTAN BEACH, CA 90266CRD# 6009913Firm CRD# 285161

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bernadetta Kaleta Scholz · MANHATTAN BEACH, CA

Registration

CRD #6009913 · TRILINC GLOBAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bernadetta Kaleta Scholz is a registered financial advisor based in MANHATTAN BEACH, California, affiliated with TRILINC GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Bernadetta

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bernadetta is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

TRILINC GLOBAL ADVISORS, LLC

AUM

$220M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRILINC GLOBAL ADVISORS, LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6009913

Firm CRD# 285161

View on FINRA BrokerCheck →

Looking for a financial advisor in MANHATTAN BEACH?

Browse all registered financial advisors in MANHATTAN BEACH, California or claim this profile if it's yours.

Browse MANHATTAN BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Bernadetta Kaleta Scholz offer?

Bernadetta Kaleta Scholz specializes in Retirement Planning, Wealth Management. Contact their office in MANHATTAN BEACH, California for a consultation.

What are Bernadetta Kaleta Scholz's credentials?

Bernadetta Kaleta Scholz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bernadetta Kaleta Scholz located?

Bernadetta Kaleta Scholz is based in MANHATTAN BEACH, California, working with TRILINC GLOBAL ADVISORS, LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.

How does Bernadetta Kaleta Scholz charge for services?

Bernadetta Kaleta Scholz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRILINC GLOBAL ADVISORS, LLC?

TRILINC GLOBAL ADVISORS, LLC has approximately 32 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →