Unclaimed Profile

Bonnie Sue Wusz

BONNIE WUSZ & ASSOCIATES, INC.·ORANGE, California

SIE, Series 3, Series 4, Series 7, Series 24, Series 63, Series 65CFPClean record35 years registeredBONNIE 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. · 35 years registered

Brand Profile

Not yet started

Career History

BW & ASSOCIATES, INC.

Nov 1990 – present

RINCON PACIFIC MANAGEMENT INC

Jun 2012 – May 2015

SAN CLEMENTE, CA

GIRARD SECURITIES, INC.

Jun 2009 – Sep 2015

ORANGE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 30, 1990

Years registered · 35

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BONNIE WUSZ & ASSOCIATES, INC.

CRD 116471 · SEC 801-108260

AUM

$523M

Regulatory assets under management

Employees

1,237 client accounts

Services offered by BONNIE WUSZ & ASSOCIATES, INC.

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 BONNIE WUSZ & ASSOCIATES, INC. →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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