Bonnie Marie Blaylock

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2012 → Present
  Langley Federal Credit Union
  Yorktown, VA
• 06/2012 → 02/2025
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2014 → 02/2025
  Cetera Investment Advisers Llc
  Yorktown, VA
• 02/2025 → Present
  Ameriprise Financial Services, Llc
  Newport News, VA

Previous Registrations

• 2014-01-21 → 2025-02-21
  Cetera Investment Advisers Llc
  Yorktown, VA
  Newport News, VA
• 2012-10-12 → 2014-01-21
  Cetera Investment Services Llc
  Yorktown, VA
  Newport News, VA
  Yorktown, VA
  Hayes, VA
  Poquoson, VA

Other Businesses

Independent Insurance Brokering; United Life; 08/28/2019; Whole Life, Fixed Annuity / Mass Mutual; 07/06/2023; Fixed Annuity. Outside Employment; Langley Federal Credit Union; Financial Advisor; Manage advisory business; 11742 Jefferson Ave #120, , Newport News, VA, 23606; Investment-Related; 02/24/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-10
• S63 Uniform Securities Agent State Law Examination
  1999-02-22
• S65 Uniform Investment Adviser Law Examination
  1999-02-22

Designations

• Certified Financial Planner

Other Names

• Bonnie M Sayne
• Bonnie Marie Sayne
• Bonnie M Blaylock
• Bonnie Sayne
• Bonnie Marie Blaylock