Rachel Sitzman Bonner

Current Employers

Employment History

• 09/2008 → 04/2022
  First Financial Equity Corporation
  Billing, MT
• 04/2022 → Present
  Cetera Wealth Services, Llc
  Billings, MT
• 10/2018 → Present
  Sitzman Bonner Wealth Management
  Billings, MT
• 04/2022 → Present
  Ffec Wealth Partners
  Billings, MT
• 04/2022 → Present
  Sitzy Investments
  Billings, MT
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2024 → Present
  The Savvy Wealth Planners
  Billings, MT
• 05/2025 → Present
  Rachel Ess
  Billings, MT

Previous Registrations

• 2008-09-03 → 2022-04-20
  Ffec Wealth Partners Llc
  Greenwood Village, CO
  Billings, MT
• 2007-04-02 → 2008-09-05
  Morgan Stanley & Co. Llc
  Billings, MT
• 2006-11-27 → 2007-04-02
  Morgan Stanley Dw Inc.
  Lincoln, NE
  Billings, MT

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT START DATE: 5/2017 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: .2 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: ASPENS ANGELS GRIEF RECOVERY INVESTMENT RELATED: NO ADDRESS: 71 25TH ST W #12, BILLINGS, MT 59102 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS START DATE: 5/2015 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER, FUND RAISING, INTERVIEWING CANDIDATES FOR THE PROGRAM AND INTERVIEW INTERESTED PARTIES WHO WOULD LIKE TO BECOME A CERTIFIED SPECIALIST; 3. NAME OF OTHER BUSINESS: SITZMAN BONNER WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BRANDING MYSELF WITH MY CLIENTS START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT INVESTMENTS APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA WILL GO 100% THRU CETERA/ WORKING WITH CLIENTS, INVESTING, GIVING ADVICE ETC.; 4. NAME OF OTHER BUSINESS: RADIO, TV, MAGAZINE, YOU TUBE, SOCIAL MEDIA INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: I MAKE LOCAL APPEARANCES ON ALL OF THE ABOVE REFERENCED WITH MY HUSBAND// WE ARE KNOWN IN THE COMMUNITY// WE DO INTERVIEWS ABOUT HIS BUSINESS AND MINE AND ABOUT OUR FAMILY AND LEADERSHIP START DATE: 4/2021 POSITION/TITLE/RELATIONSHIP: NO TITLE. APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: I MAKE LOCAL APPEARANCES ON ALL OF THE ABOVE REFERENCED WITH MY HUSBAND// WE ARE KNOWN IN THE COMMUNITY// WE DO INTERVIEWS ABOUT HIS BUSINESS AND MINE AND ABOUT OUR FAMILY AND LEADERSHIP; 5. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 4/2022 POSITION/TITLE/RELATIONSHIP: BRANCH MANAGER, MARKETING SPECIALIST, VICE PRESIDENT INVESTMENTS APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: SUPERVISORY OVER BILLINGS, WYOMING & FARGO OFFICES, I OVER SEE A TEAM OF 2 OTHERS IN DEVELOPING OUR WEBSITE AND SOCIAL MEDIA IN ADDITION TO ANY OTHER FIRM BRANDING AND MARKETING, FINANCIAL ADVISOR; 6. NAME OF OTHER BUSINESS: SITZY INVESTMENTS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: LLC, START DATE: 04/2022, POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: LLC FOR 1099 INCOME; 7. NAME OF OTHER BUSINESS: ATARAXIA INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT START DATE: 3/2021 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: INSURANCE AGENT; 8. NAME OF OTHER BUSINESS: RACHEL ESS, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ENTERTAINMENT AND PUBLIC APPEARANCES, START DATE: 05/2025, POSITION/TITLE/RELATIONSHIP: OWNER/TALENT, APX NUMBER OF HOURS PER WEEK: 10, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: INFLUENCER, CONTENT CREATOR, MODEL, ACTOR, SINGER OR SPEAKER TO PROMOTE PRODUCTS, LIFESTYLE, & LEADERSHIP 8. NAME OF OTHER BUSINESS: THE SAVVY WEALTH PLANNERS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2006-11-21

Other Names

• Rachel Suzanne Sitzman-Davis
• Rachel Bonner
• Rachel Suzanne Sitzman
• Rachel Sitzman Bonner
• Rachel Suzanne Sitzman-Bonner