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Inactive

Milo Bonell

Imber Financial Group, LLC

Ann Arbor, MI

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Current Employers
Imber Financial Group, Llc

955 W Eisenhower Cir Ste A, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-08-25
TX RA APPROVED 2026-08-25
  • MI RA
    APPROVED
    Since 2026-08-25
  • TX RA
    APPROVED
    Since 2026-08-25

Branch Locations

955 W Eisenhower Cir Ste A, Ann Arbor, MI 48103 • 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
J.P. Morgan Securities Llc Ann Arbor MI 09/2022 08/2026
Jpmorgan Chase Bank (Mi) Ann Arbor MI 08/2020 08/2026
Weyauwega Waukesha WI 01/2018 01/2020
Sett Pubb Madison WI 09/2019 08/2022
Girl Scouts Of Wisconsin Southeast Waukesha WI 06/2019 08/2019
Clean Power Llc Milwaukee WI 04/2020 08/2020
Unemployed Waukesha WI 09/2012 12/2017
University Of Wisconsin - Madison Madison WI 01/2019 01/2020
Imber Wealth Advisors, Llc Ann Arbor MI 08/2026 Present
Imber Financial Group, Llc Ann Arbor MI 08/2026 Present
  • 09/2022 → 08/2026
    J.P. Morgan Securities Llc
    Ann Arbor, MI
  • 08/2020 → 08/2026
    Jpmorgan Chase Bank (Mi)
    Ann Arbor, MI
  • 01/2018 → 01/2020
    Weyauwega
    Waukesha, WI
  • 09/2019 → 08/2022
    Sett Pubb
    Madison, WI
  • 06/2019 → 08/2019
    Girl Scouts Of Wisconsin Southeast
    Waukesha, WI
  • 04/2020 → 08/2020
    Clean Power Llc
    Milwaukee, WI
  • 09/2012 → 12/2017
    Unemployed
    Waukesha, WI
  • 01/2019 → 01/2020
    University Of Wisconsin - Madison
    Madison, WI
  • 08/2026 → Present
    Imber Wealth Advisors, Llc
    Ann Arbor, MI
  • 08/2026 → Present
    Imber Financial Group, Llc
    Ann Arbor, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-12-08
  • S63 Uniform Securities Agent State Law Examination
    2022-12-08
Designations
Other Names
  • Milo Bonell
  • Milo Jeffrey Bonell

View on SEC IAPD

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Other Investors

WILLIAM ROBERT ELGER
JOHN ALEXANDER MCCLELLAN
JEFFREY STEPHEN SELF
DOUGLAS ALAN VANDERSTELT
MARCUS MAYURKANT TRIVEDI
JENNIFER A. WATSON
SCOTT ARTHUR HAYDEN
DENNIS JOHN CUNNINGHAM

Other Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
FIRST HEARTLAND CONSULTANTS, INC. · ANN ARBOR, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
OSAIC ADVISORY SERVICES, LLC · Ann Arbor, MI

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