Gregory Scott Bonzelaar

Employer firm

American Independent Securities Group, LLC CRD 135288

$986M regulatory AUM 4,385 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → Present
  American Independent Securities Group, Llc
  Eagle, ID

Previous Registrations

• 2011-05-20 → 2014-12-22
  Oneamerica Securities, Inc.
  Fort Worth, TX
  Lebanon, OR
  Austin, TX
• 2008-04-26 → 2011-05-24
  Mml Investors Services, Llc
  Fort Worth, TX
• 2007-06-19 → 2008-04-10
  Equitable Advisors, Llc
  Fort Worth, TX
  Fort Worth, TX
  Tampa, FL
• 2005-02-14 → 2007-06-22
  Gunnallen Financial, Inc
  Ft. Worth, TX
  Seymour, TX
  Stuart, FL
  Fort Worth, TX
  Sarasota, FL
• 2000-03-09 → 2003-03-31
  Avantax Advisory Services
  Ft. Worth, TX

Other Businesses

NON-VARIABLE INSURANCE SALES (FIXED LIFE, FIXED ANNUITIES, DISABILITY). 1522Oak Forest Dr. Graham TX. . OWNER. 8-10 HRS/MONTH. STARTED IN 1994 ACCOUNTING AND TAX PREPARATION FOR FAMILY AND FRIENDS. 1522Oak Forest Dr. Graham TX. OWNER. 8-10 HRS/MONTH. STARTED IN 1993

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-14
• S63 Uniform Securities Agent State Law Examination
  1993-10-12

Other Names

• Gregory Bonzelaar