Anthony John Bonner

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

• 03/2016 → 05/2023
  Sigma Financial Corporation
  Ann Arbor, MI
• 03/2016 → 05/2023
  Sigma Planning Corporation
  Ann Arbor, MI
• 05/2023 → Present
  Lpl Financial
  Rochester, MI

Previous Registrations

• 2016-03-10 → 2023-05-19
  Spc
  Clinton Township, MI
  Ann Arbor, MI
  Rochester, MI
  Livonia, MI
  Plymouth, MI
• 2015-10-22 → 2016-03-15
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Troy, MI
• 2007-08-17 → 2014-12-24
  Fsc Securities Corporation
  Clinton Township, MI
  Bloomfield Hills, MI
  Bloomfield Hills, MI

Other Businesses

1. 05/19/2023 - Trinitas Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 07/28/2023 - Trinitas Tax - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date 11/05/2019 - 8 Hours Per Month/ 1 Hour During Trading - Time Spent 1% 3. 07/28/2023 - Tri-County Investing, inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/24/2017 4. 07/28/2023 - Trinitas Planning Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance- Start Date 03/01/2016 - 12 Hours Per Month/ 3 Hours During Trading - Time Spent

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-15
• S63 Uniform Securities Agent State Law Examination
  1999-06-17

Other Names

• Anthony Bonner