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Joel Allen Bonnema

BONNEMA WEALTH MANAGEMENT LLC·SCOTTSDALE, Arizona
Clean recordBONNEMA WEALTH MANAGEMENT LLC
7373 E. DOUBLETREE RANCH RD., #200, SCOTTSDALE, AZ 85258CRD# 2069947Firm CRD# 173526

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Allen Bonnema · SCOTTSDALE, AZ
Registration
CRD #2069947 · BONNEMA WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joel Allen Bonnema is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with BONNEMA WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BONNEMA WEALTH MANAGEMENT LLC
BONNEMA WEALTH MANAGEMENT LLC
AUM
$88M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BONNEMA WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2069947
Firm CRD# 173526
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel Allen Bonnema offer?
Joel Allen Bonnema specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Joel Allen Bonnema's credentials?
Joel Allen Bonnema is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Allen Bonnema located?
Joel Allen Bonnema is based in SCOTTSDALE, Arizona, working with BONNEMA WEALTH MANAGEMENT LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Joel Allen Bonnema charge for services?
Joel Allen Bonnema's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BONNEMA WEALTH MANAGEMENT LLC?
BONNEMA WEALTH MANAGEMENT LLC has approximately 1 employees and manages $88M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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