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BD

Bonita G. Denzel

DORN & CO.
Fergus Falls, MN 56537
Some features on this profile are disabled
CRD#: 1082205
BD

Professional summary


Bonita Gale Denzel, who also goes by Bonnie Denzel, Bonita Gale Gerhardson, Bonnie Gerhardson, is a registered financial professional currently at DORN & CO., INC. located in Fergus Falls, Minnesota.

Bonita is registered as a RR (Registered Representative) and started their career in finance in 1995. Bonita has worked at 1 firm and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bonnie Denzel | Bonita Gale Gerhardson | Bonnie Gerhardson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Bonita Gale Denzel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 27, 1995 - Present

DORN & CO., INC.

Office #1: 216 East Washington Avenue, Fergus Falls, MN 56537Office #2: 216 East Washington Avenue, Fergus Falls, MN 56537-2812
RIA
BD
CRD#: 2950
Fergus Falls, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/26/2004)
RR
California
(8/24/2012)
RR
Colorado
(2/2/2019)
RR
Florida
(1/27/2004)
RR
Iowa
(2/2/2019)
RR
Michigan
(8/17/2023)
RR
Minnesota
(2/28/1995)
RR
Montana
(2/2/2019)
RR
Nebraska
(6/27/2023)
RR
North Dakota
(10/7/1997)
RR
South Dakota
(11/26/1997)
RR
Texas
(1/28/2015)
RR
Washington
(11/20/2024)
RR
Wisconsin
(8/24/2012)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/7/2016
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


DORN & CO., INC.
DORN & CO., INC.
DORN & CO., INC.

CRD#: 2950 / SEC#: , 8-8707

Minnesota
Registered Investment Advisory firm - SEC (11/9/1982 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
216 East Washington Avenue Suite 1050, Minnetonka, MN 55305
Mailing Address
216 East Washington Avenue, Fergus Falls, MN 56537-2812
Phone number
(218) 739-5236
Established
Minnesota since 10/18/1946
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (17 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
DORN, MATTHEW LAWRENCEPRESIDENT/POO/CCO/PRINCIPAL/FINOP2658460
RUSSELL LAWRENCE DORN REVOCABLE TRUSTTRUST
DORN, RUSSELL LAWRENCESOLE TRUSTEE-RUSSELL LAWRENCE DORN REVOCABLE TRUST70588

Regulatory assets under management


Total Number of Accounts108
AUM (Assets Under Management)$ 55,265,612

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DORN & CO., INC.

DORN & CO., INC.

CRD#: 2950Fergus Falls, MN 56537

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