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David Martin Bonnichsen

Phoenix Financial Engineering, LLC

Baltimore, MD

CRD 6021950

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Employer firm

Phoenix Financial Engineering, LLC CRD 284293

$12.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Phoenix Financial Engineering, Llc

Baltimore, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2016-07-08
  • MD RA
    APPROVED
    Since 2016-07-08

Branch Locations

Baltimore, MD • 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
Phoenix Financial Engineering, Llc Baltimore MD 06/2016 Present
Phoenix Financial Engineering, Llc Baltimore MD 06/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-29
  • S66 Uniform Combined State Law Examination
    2012-03-29
Other Names
  • David Bonnichsen

View on SEC IAPD

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