TB
Terry A. Bonnett
SECURE ASSET MANAGEMENT, L.L.C.
Fishers, IN
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CRD#: 1502923
TB
Professional summary
Terry Allen Bonnett is a registered financial advisor currently at SECURE ASSET MANAGEMENT, L.L.C. located in Fishers, Indiana and AURORA SECURITIES located in Fishers, Indiana.
Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Terry has worked at 11 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 3, Series 5, Series 15, Series 7, Series 24 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) 10/2024- Lucky Me T Shop LLC. - Business co-owner- designing and selling t-shirts online - Non-Inv. Related- Fishers, IN- start date 10/17/2024 - 5hrs/mth 2) 10/2024-Uber - Outside/W2employment - Driver- Non-Inv. Related- Fishers, IN- start date 10/17/2024 - 2-3 hrs/mth 3)10/2024-Lyft - Outside/W2employment - Driver- Non-Inv. Related- Fishers, IN- start date 10/17/2024 - 2-3 hrs/mth 4)10/2024- Doordash- Outside/W2employment - Driver- Non-Inv. Related- Fishers, IN- start date 2/12/2021 - 2-3 hrs/mth
CRS (Client Relationship Summary) - RIA
Click below to view Terry Allen Bonnett's 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®
NoneExperience
Current
January 7, 2025 - Present
SECURE ASSET MANAGEMENT, L.L.C.
RIA
CRD#: 144046
Fishers, IN
Current
January 7, 2025 - Present
AURORA SECURITIES
BD
CRD#: 46147
Fishers, IN
Past
October 21, 2024 - January 17, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
Fishers, IN
Past
October 21, 2024 - January 17, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
May 22, 2019 - September 6, 2024
CONCORDE ASSET MANAGEMENT, LLC
RIA
CRD#: 140367
ANN ARBOR, MI
Past
May 22, 2019 - September 6, 2024
CONCORDE INVESTMENT SERVICES, LLC
BD
CRD#: 151604
Ann Arbor, MI
Past
June 30, 2017 - May 9, 2019
THE HUNTINGTON INVESTMENT COMPANY
RIA
CRD#: 16986
INDIANAPOLIS, IN
Past
June 29, 2017 - May 9, 2019
THE HUNTINGTON INVESTMENT COMPANY
BD
CRD#: 16986
INDIANAPOLIS, IN
Past
March 3, 2015 - April 28, 2017
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
ST. CARMEL, IN
Past
March 3, 2015 - April 28, 2017
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
ST. CARMEL, IN
Past
January 3, 2012 - April 3, 2013
SCHWAB WEALTH ADVISORY, INC.
RIA
CRD#: 159035
INDIANAPOLIS, IN
Past
August 9, 2001 - December 31, 2011
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
INDIANAPOLIS, IN
Past
August 28, 1992 - April 3, 2013
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
INDIANAPOLIS, IN
Past
March 4, 1987 - December 4, 1990
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
July 1, 1986 - December 19, 1986
FIRST JERSEY SECURITIES, INC.
BD
CRD#: 6621
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SECURE ASSET MANAGEMENT, L.L.C.
1031 CONSULTING AND SERVICES GROUP | WITTENBERG INVESTMENTS, INC | TRANSCEND FINANCIAL | TRADEWELL TAX & FINANCIAL | TRADEWELL FINANCIAL | TITAN WEALTH ADVISORS | THOMAS FINANCIAL | SON LIGHT INC. | SECURE MANAGEMENT | SECURE ASSET MANAGEMENT, LLC | SECURE ASSET MANAGEMENT, L.L.C. | RW BOWLIN INVESTMENT SERVICES, INC. | REAL ESTATE TRANSITION SOLUTIONS | RANGE FINANCIAL | PREMIER ESTATE PLANNERS | PACELINE FINANCIAL LLC | NUSTAR FINANCIAL | NEVILLE FINANCIAL GROUP | MURRAY, TYMKEW & ASSOCIATES, INC. | MONEY & INVESTMENT CONCEPTS | INFORM FINANCIAL | HORNYAK FINANCIAL GROUP | HARRISON FINANCIAL | GOLDSTEIN FINANCIAL | GLEN H. CHESTER & ASSOCIATES | FORTNER WEALTH SERVICES | FORTHRIGHT CAPITAL MANAGEMENT, LLC | FINANCIAL STRATEGIES GROUP | EVERGREEN INVESTMENTS | CRESCENDO FINANCE | COUGHLIN WEALTH MANAGEMENT | COMPASS FINANCIAL | BLUEBIRD ADVISORY
CRD#: 144046 / SEC#: 801-113954
RIA
Registered Investment Advisory firm - (9/7/2018 Approved)Arizona
Registered Investment Advisory firm - (9/17/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/17/2018 Terminated)Florida
Registered Investment Advisory firm - (9/17/2018 Terminated)Illinois
Registered Investment Advisory firm - (9/7/2018 Terminated)Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/18/2018 Terminated)New York
Registered Investment Advisory firm - (9/17/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/17/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/17/2018 Terminated)Texas
Registered Investment Advisory firm - (9/17/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(1/7/2025)
RR
Alaska(1/7/2025)
RR
Arizona(1/7/2025)
RR
Arkansas(1/7/2025)
RR
California(1/7/2025)
RR
Colorado(1/7/2025)
RR
Connecticut(1/7/2025)
RR
Delaware(1/7/2025)
RR
District of Columbia(1/7/2025)
RR
Florida(1/7/2025)
RR
Georgia(1/7/2025)
RR
Hawaii(1/7/2025)
RR
Idaho(1/7/2025)
RR
Illinois(1/7/2025)
RR
Indiana(1/7/2025)
IAR
Indiana(1/7/2025)
RR
Iowa(1/7/2025)
RR
Kansas(1/7/2025)
RR
Kentucky(1/7/2025)
RR
Louisiana(1/7/2025)
RR
Maine(1/7/2025)
RR
Maryland(1/7/2025)
RR
Massachusetts(1/7/2025)
RR
Michigan(1/7/2025)
RR
Minnesota(1/7/2025)
RR
Missouri(1/7/2025)
RR
Montana(1/7/2025)
RR
Nebraska(1/7/2025)
RR
Nevada(1/7/2025)
RR
New Jersey(1/7/2025)
RR
New Mexico(1/7/2025)
RR
New York(1/7/2025)
RR
North Carolina(1/7/2025)
RR
North Dakota(1/7/2025)
RR
Ohio(1/7/2025)
RR
Oklahoma(1/7/2025)
RR
Oregon(1/7/2025)
RR
Pennsylvania(1/7/2025)
RR
South Carolina(1/7/2025)
RR
South Dakota(1/7/2025)
RR
Tennessee(1/7/2025)
RR
Texas(1/7/2025)
RR
Utah(1/7/2025)
RR
Virginia(1/7/2025)
RR
Washington(1/7/2025)
RR
West Virginia(1/7/2025)
RR
Wisconsin(1/7/2025)
RR
Wyoming(1/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 10/21/2024
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 4/2/1987
Interest Rate Options ExaminationGeneral Industry/Product Exam
RR
Series 15
Date: 3/26/1987
Foreign Currency Options ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/19/1994
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
SA
SECURE ASSET MANAGEMENT, L.L.C.
1031 CONSULTING AND SERVICES GROUP | WITTENBERG INVESTMENTS, INC | TRANSCEND FINANCIAL | TRADEWELL TAX & FINANCIAL | TRADEWELL FINANCIAL | TITAN WEALTH ADVISORS | THOMAS FINANCIAL | SON LIGHT INC. | SECURE MANAGEMENT | SECURE ASSET MANAGEMENT, LLC | SECURE ASSET MANAGEMENT, L.L.C. | RW BOWLIN INVESTMENT SERVICES, INC. | REAL ESTATE TRANSITION SOLUTIONS | RANGE FINANCIAL | PREMIER ESTATE PLANNERS | PACELINE FINANCIAL LLC | NUSTAR FINANCIAL | NEVILLE FINANCIAL GROUP | MURRAY, TYMKEW & ASSOCIATES, INC. | MONEY & INVESTMENT CONCEPTS | INFORM FINANCIAL | HORNYAK FINANCIAL GROUP | HARRISON FINANCIAL | GOLDSTEIN FINANCIAL | GLEN H. CHESTER & ASSOCIATES | FORTNER WEALTH SERVICES | FORTHRIGHT CAPITAL MANAGEMENT, LLC | FINANCIAL STRATEGIES GROUP | EVERGREEN INVESTMENTS | CRESCENDO FINANCE | COUGHLIN WEALTH MANAGEMENT | COMPASS FINANCIAL | BLUEBIRD ADVISORY
CRD#: 144046 / SEC#: 801-113954
RIA
Registered Investment Advisory firm - (9/7/2018 Approved)Arizona
Registered Investment Advisory firm - (9/17/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/17/2018 Terminated)Florida
Registered Investment Advisory firm - (9/17/2018 Terminated)Illinois
Registered Investment Advisory firm - (9/7/2018 Terminated)Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/18/2018 Terminated)New York
Registered Investment Advisory firm - (9/17/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/17/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/17/2018 Terminated)Texas
Registered Investment Advisory firm - (9/17/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2565 West Maple Rd, Troy, MI 48084
Mailing Address
Phone number
(248) 414-1562
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,714 |
| AUM (Assets Under Management) | $ 890,034,531 |
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.
