Unclaimed Profile

Joel Allen Bonnema

BONNEMA WEALTH MANAGEMENT LLC·SCOTTSDALE, Arizona

Series 7, Series 63, Series 65Clean record29 years registeredBONNEMA 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 · 29 years registered

Brand Profile

Not yet started

Career History

BONNEMA WEALTH MANAGEMENT LLC

May 2015 – present

HATTON CONSULTING, INC.

Oct 2012 – Jan 2015

PHOENIX, AZ

MILLER/RUSSELL & ASSOCIATES LLC

Jan 2010 – Sep 2012

PHOENIX, AZ

MILLER/RUSSELL & ASSOCIATES, INC.

Jul 2004 – Jan 2010

PHOENIX, AZ

MILLER/RUSSELL & ASSOCIATES INC

Sep 1996 – Aug 2004

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 19, 1996

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BONNEMA WEALTH MANAGEMENT LLC

CRD 173526 · SEC 801-80710

AUM

$88M

Regulatory assets under management

Employees

148 client accounts

Services offered by BONNEMA WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BONNEMA WEALTH MANAGEMENT LLC →

Introduction

Speak with Joel

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

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

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →