Unclaimed Profile

Bonnie M Treichel

ZUNA, LLC·PORTLAND, Oregon

Series 65Clean record9 years registeredZUNA, LLC

1000 SW BROADWAY,, PORTLAND, OR 97205CRD# 5613808Firm CRD# 306113

Profile Verification

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

Identity

Bonnie M Treichel · PORTLAND, OR

Registration

CRD #5613808 · ZUNA, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZUNA, LLC

ZUNA, LLC

Dec 2019 – Apr 2021

PORTLAND, OR

MULTNOMAH GROUP, INC.

Oct 2016 – Sep 2019

Cardiff by the Sea, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 28, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZUNA, LLC

CRD 306113 · SEC 801-117623

AUM

$290M

Regulatory assets under management

Employees

56 client accounts

Services offered by ZUNA, LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

View all advisors at ZUNA, LLC →

Introduction

Speak with Bonnie

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

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

Looking for a financial advisor in PORTLAND?

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

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Bonnie M Treichel offer?

Bonnie M Treichel specializes in Wealth Management.

What are Bonnie M Treichel's credentials?

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

Where is Bonnie M Treichel located?

Bonnie M Treichel is based in PORTLAND, Oregon, last registered with ZUNA, LLC.

How does Bonnie M Treichel charge for services?

Bonnie M Treichel'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 ZUNA, LLC?

ZUNA, LLC has approximately 6 employees and manages $290M 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 →