Unclaimed Profile

Bonnie Sue Wusz

BONNIE WUSZ & ASSOCIATES, INC.·ORANGE, California

Clean recordBONNIE WUSZ & ASSOCIATES, INC.

3111 N. TUSTIN STREET, ORANGE, CA 92865CRD# 1141949Firm CRD# 116471

Profile Verification

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

Identity

Bonnie Sue Wusz · ORANGE, CA

Registration

CRD #1141949 · BONNIE WUSZ & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bonnie Sue Wusz is a registered financial advisor based in ORANGE, California, affiliated with BONNIE WUSZ & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BONNIE WUSZ & ASSOCIATES, INC.

BW & ASSOCIATES, INC.

AUM

$523M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BONNIE WUSZ & ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1141949

Firm CRD# 116471

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bonnie Sue Wusz offer?

Bonnie Sue Wusz specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ORANGE, California for a consultation.

What are Bonnie Sue Wusz's credentials?

Bonnie Sue Wusz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bonnie Sue Wusz located?

Bonnie Sue Wusz is based in ORANGE, California, working with BONNIE WUSZ & ASSOCIATES, INC.. Their office serves clients in the ORANGE metropolitan area and surrounding communities.

How does Bonnie Sue Wusz charge for services?

Bonnie Sue Wusz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BONNIE WUSZ & ASSOCIATES, INC.?

BONNIE WUSZ & ASSOCIATES, INC. has approximately 5 employees and manages $523M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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