Brian Everett Bonewell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2013 → Present
  Bmo Financial Advisors, Inc.
  Brookfield, WI
• 03/2021 → Present
  Lpl Financial Llc
  Brookfield, WI

Previous Registrations

• 2013-12-09 → 2021-03-24
  Bmo Harris Financial Advisors, Inc.
  Brookfield, WI
  Chicago, IL
• 2010-08-11 → 2013-04-05
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Minneapolis, MN
• 2004-08-27 → 2008-07-28
  Wells Fargo Investments, Llc
  Cottage Grove, MN
  Cottage Grove, MN

Other Businesses

1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - BROOKFIELD, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-20
• S63 Uniform Securities Agent State Law Examination
  1994-10-11

Designations

• Certified Financial Planner