Mitchell Ernest Bonnett

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/1997 → 08/2018
  Lpl Financial Llc
  Birmingham, MI
• 08/2018 → 07/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2018 → 07/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2022 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2018-08-31 → 2022-07-21
  Cambridge Investment Research Advisors, Inc.
  Bloomfield Hills, MI
• 2010-04-23 → 2018-09-27
  Lpl Financial Llc
  Bloomfield Hills, MI

Other Businesses

1.INDEPENDENT INSURANCE AGENT, 6001 N ADAMS RD STE 135, BLOOMFIELD HILLS, MI, 8/1998 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 20/TRADING. 2.WEALTH CREATION STRATEGIES INC, 6001 N ADAMS RD STE 135, BLOOMFIELD HILLS, MI, START DATE 1987; ROLE: VICE PRESIDENT- CO- OWNER: DUTIES: FINANCIAL PROFESSIONAL UTILIZING DBA NAME FOR MARETING, PAYING BILLS AND SALES. STRATEGIES FOR FIXED INSURANCE POLICIES . HOURS: 40. 3.LEADERSHIP TEAM, 6001 N ADAMS RD STE 135, BLOOMFIELD HILLS, MI, 6/2015 AS CLASS TREASURER FOR WEST POINT CLASS OF 1965. NIR - 5/MO - 1/TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-11
• S63 Uniform Securities Agent State Law Examination
  1987-09-09

Designations

• Certified Financial Planner

Other Names

• Mitchell Ernest Bonnett