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Ann M Bonfiglio

Northwestern Mutual Investment Services, LLC

Skokie, IL

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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-12-26
  • IL RA
    APPROVED
    Since 2024-12-26

Branch Locations

5215 Old Orchard Road Suite 1200, Skokie, IL 60077 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Partners Wealth Management Naperville IL 06/2011 07/2024
Unemployed Na IL 07/2024 10/2024
Kenneth Fox Skokie IL 10/2024 11/2024
Kestra Advisory Services Llc Naperville IL 04/2016 07/2024
Kestra Investment Services Llc Naperville IL 01/2015 07/2024
Daniel Grance Vernon Hills IL 11/2024 Present
Kenneth Fox Skokie IL 11/2024 Present
Northwestern Mutual Investment Services Llc Skokie IL 11/2024 Present
  • 06/2011 → 07/2024
    Partners Wealth Management
    Naperville, IL
  • 07/2024 → 10/2024
    Unemployed
    Na, IL
  • 10/2024 → 11/2024
    Kenneth Fox
    Skokie, IL
  • 04/2016 → 07/2024
    Kestra Advisory Services Llc
    Naperville, IL
  • 01/2015 → 07/2024
    Kestra Investment Services Llc
    Naperville, IL
  • 11/2024 → Present
    Daniel Grance
    Vernon Hills, IL
  • 11/2024 → Present
    Kenneth Fox
    Skokie, IL
  • 11/2024 → Present
    Northwestern Mutual Investment Services Llc
    Skokie, IL
Previous Registrations
  • 2016-04-19 → 2024-07-17
    Kestra Advisory Services, Llc
    Naperville, IL
  • 2015-11-06 → 2016-09-22
    Kestra Investment Services, Llc
    Naperville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-18
  • S66 Uniform Combined State Law Examination
    2015-05-18
Other Names
  • Annie Bonfiglio
  • Ann Marie Bonfiglio
  • Ann Marie Bonfiglio
  • Ann Bonfiglio
  • Annie Bonfiglio

View on SEC IAPD

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FINANCIAL SOLUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

TIMOTHY CHRISTIAN PERRYMAN
BRONWYN NOREEN MIRRETTI
DOMINIC STEPHEN MIRRETTI
JIM KOLIATSIS
GREGORY SCOTT TONG
JOSE EDUARDO HAUAD
RYAN WILLIAM MCCAIN
MARILYN CAROL FRIEDMAN

Other Offices

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC · SKOKIE, IL
10H CAPITAL · SKOKIE, IL
IHT WEALTH MANAGEMENT LLC · Skokie, IL
EDWARD JONES · SKOKIE, IL
CITIGROUP GLOBAL MARKETS INC. · SKOKIE, IL
J.P. MORGAN SECURITIES LLC · Skokie, IL
FINANCIAL SOLUTIONS, INC. · SKOKIE, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SKOKIE, IL

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