Robert A. Bonfiglio
BEDFORD, NH 03110
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CRD#: 1997047
Robert Anthony Bonfiglio
Professional summary
Robert Anthony Bonfiglio, CFP®, ChFC®, who also goes by Bob Bonfiglio, was a registered financial advisor .
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Robert had worked at 3 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
At a Glance
Always Fiduciary
Min. Asset: $250K–$500K
500–1,000 clients
Services Offered
Financial Planning
Risk Management & Insurance
Estate & Legacy Planning
Investment Management
Retirement Planning
Specializations
Equity Compensation
Biography
Bob received his B.S.E.E. at Milwaukee School of Engineering in 1984 and an MBA from the University of Dallas, in 1988. In 1989 he started his career as a financial advisor, serving over the last 30 years with Ameriprise Financial Services, LLC. Bob and his team were recognized with the 2017 Ameriprise Community Impact Award for their volunteer efforts. Named as one of Barron’s Magazine’s Top 1,200 Financial Advisors, 2014-2022, ranking #1 in New Hampshire for the second year in a row, along with being named to Forbes Magazine’s “Best in State Advisors” in 2018-2022.
He enjoys spending time with his family near and far; traveling to visit his grandson and to second home in FL. When the weather is right, you can find him enjoying the great outdoors, from fishing, hiking, biking, to time on the golf course. Volunteering is a big part of his life; both inside and outside of the office, Bob enjoys giving back to his community and helping where he can.
Aliases
Bob Bonfiglio
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.
Business Ownership; Rise Tax Strategies, LLC; Co-owner; Tax Preparation; P.O. Box 847, , Merrimack, NH, 03054; Not Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours / Rise Advisor Real Estate LLC; Co-owner; LLC used for real estate. The office building my practice is located in.; 262 South River Road, Suite 201 Bedford NH 03110, , Bedford, NH, 03110; Investment-Related; 06/25/2015; 1 to 9 hours per month; 1 to 9 during trading hours / RPWM Partners LLC; co-owner; LLC to pay office related expenses ie rent, utilities, supplies; 262 S River Rd Suite 201 Bedford NH 03110, , Bedford, NH, 03110; Not Investment-Related; 03/05/2010; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Families in Transition; vice president; 122 Market Street, , Manchester, NH, 03101; Not Investment-Related; 06/22/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners, LLC; Co-owner; Manage advisory business; 262 S River Rd, Suite 201, Bedford, NH, 03110; Not Investment-Related; 01/01/2018; 60 hours per month; 60 during trading hours.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Education
Business Administration
1985 - 1988
Electrical Engineering Technology
1980 - 1984
Experience
Current
September 10, 2026 - Present
Office #1: 262 S. River Road Suite 201, Bedford, NH 03110
BEDFORD, NH
Past
July 8, 1997 - September 24, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
BEDFORD, NH
Past
October 25, 1989 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 25, 1989 - September 24, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
BEDFORD, NH
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.Highlighted states indicate IAR registrations
IAR
New Hampshire(9/10/2026)
IAR
Texas(9/10/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
PR
Series 52TO
Passed: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current firm
No current employment
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
