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John Charles Bonnell

CAMPBELL NEWMAN ASSET MANAGEMENT INC·MILWAUKEE, Wisconsin
SIE, Series 7, Series 65, Series 66Clean record19 years registeredCAMPBELL NEWMAN ASSET MANAGEMENT INC
330 EAST KILBOURN AVENUE, MILWAUKEE, WI 53202CRD# 4533472Firm CRD# 107003

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Charles Bonnell · MILWAUKEE, WI
Registration
CRD #4533472 · CAMPBELL NEWMAN ASSET MANAGEMENT INC · 19 years registered
Brand Profile
Not yet started
01

Career History

CAMPBELL NEWMAN ASSET MANAGEMENT INC
Dec 2017 – present
TOUCHSTONE ADVISORS INC
Apr 2007 – Jun 2007
CINCINNATI, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Series 66
Registration record
First registered · April 11, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMPBELL NEWMAN ASSET MANAGEMENT INC
CRD 107003 · SEC 801-8825
AUM
$1.2B
Regulatory assets under management
Employees
8
1,319 client accounts
Services offered by CAMPBELL NEWMAN ASSET MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CAMPBELL NEWMAN ASSET MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does John Charles Bonnell offer?
John Charles Bonnell specializes in Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are John Charles Bonnell's credentials?
John Charles Bonnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Bonnell located?
John Charles Bonnell is based in MILWAUKEE, Wisconsin, working with CAMPBELL NEWMAN ASSET MANAGEMENT INC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does John Charles Bonnell charge for services?
John Charles Bonnell's firm is compensated through percentage of aum, subscription fees, other: fees are based on underlying client assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMPBELL NEWMAN ASSET MANAGEMENT INC?
CAMPBELL NEWMAN ASSET MANAGEMENT INC has approximately 8 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAMPBELL NEWMAN ASSET MANAGEMENT INC

Mary Campbell Brown
MILWAUKEE, WI
Rimas Michael Milaitis
MILWAUKEE, WI
Thomas Henry Bolgert
MILWAUKEE, WI

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