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Bonnema Wealth Management LLC CRD 173526
$109M regulatory AUM 56 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7373 E. Doubletree Ranch Rd., #200, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-07-15 |
| AZ | RA | APPROVED | 2015-05-19 |
Branch Locations
7373 E. Doubletree Ranch Rd Suite 200, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bonnema Wealth Management | Scottsdale | AZ | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-25 |
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