Unclaimed Profile

Mark Alan Bonnett

COREPATH WEALTH PARTNERS LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 6627 years registeredCOREPATH WEALTH PARTNERS LLC

7114 E. STETSON DRIVE, SCOTTSDALE, AZ 85251CRD# 3069882Firm CRD# 299951

Profile Verification

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

Identity

Mark Alan Bonnett · SCOTTSDALE, AZ

Registration

CRD #3069882 · COREPATH WEALTH PARTNERS LLC · 27 years registered

Brand Profile

Not yet started

Career History

COREPATH WEALTH PARTNERS LLC

Feb 2019 – present

SECURIAN FINANCIAL SERVICES, INC.

Jan 2011 – Jan 2019

Scottsdale, AZ

CRI SECURITIES, LLC

Jan 2010 – Jan 2019

Scottsdale, AZ

MARATHON ADVISORS, INC

Dec 1998 – Sep 2008

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 7, 1998

Years registered · 27

Disclosure History

2010Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COREPATH WEALTH PARTNERS LLC

CRD 299951 · SEC 801-114567

AUM

$348M

Regulatory assets under management

Employees

1,988 client accounts

Services offered by COREPATH WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COREPATH WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Mark Alan Bonnett offer?

Mark Alan Bonnett specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Mark Alan Bonnett's credentials?

Mark Alan Bonnett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Alan Bonnett located?

Mark Alan Bonnett is based in SCOTTSDALE, Arizona, working with COREPATH WEALTH PARTNERS LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Mark Alan Bonnett charge for services?

Mark Alan Bonnett'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 COREPATH WEALTH PARTNERS LLC?

COREPATH WEALTH PARTNERS LLC has approximately 15 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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