Bonita Kay Bell-andersen

Current Employers

Tencap Wealth Coaching

1314 West 11400 South Suite 201, South Jordan, UT 84095 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2024-05-14
UT	RA	APPROVED	2024-02-06

WA RA
APPROVED

Since 2024-05-14
UT RA
APPROVED

Since 2024-02-06

Branch Locations

St. George, UT • United States

1314 West 11400 South Suite 201, South Jordan, UT 84095 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Triad Wealth Management, Inc.	Spokane	WA	09/2014	06/2021
Bonnie Bell-Andersen Sole-Proprietor	West Richland	WA	01/2000	Present
Freedom Financial Coaching, Llc	Logan	UT	01/2021	01/2024
Tencap Wealth Coaching, Llc	South Jordan	UT	02/2024	Present

09/2014 → 06/2021

Triad Wealth Management, Inc.

Spokane, WA
01/2000 → Present

Bonnie Bell-Andersen Sole-Proprietor

West Richland, WA
01/2021 → 01/2024

Freedom Financial Coaching, Llc

Logan, UT
02/2024 → Present

Tencap Wealth Coaching, Llc

South Jordan, UT

Previous Registrations

2021-01-19 → 2024-01-08

Freedom Financial Coaching, Llc

Smithfield, UT

Spokane, WA

Spokane, WA

Spokane, WA

West Richland, WA
2014-09-16 → 2021-06-28

Triad Wealth Management, Inc.

Spokane, WA

Spokane, WA

Other Businesses

INDEPENDENT INSURANCE AGENT; INSURANCE SERVICES, ST. GEORGE, UT. 8HRS/8HRS, INDEPENDENT INSURANCE AGENT; 01/2000.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-05-23

S63 Uniform Securities Agent State Law Examination

2001-05-23

Designations

Other Names

Bonita Kay Wolfe
Bonita K. Bell
Bonita Kay Bell

View on SEC IAPD