Joel A. Bonnema

BONNEMA WEALTH MANAGEMENT LLC

SCOTTSDALE, AZ 85258

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CRD#: 2069947

Professional summary

Joel Allen Bonnema, CFP® is a registered financial advisor currently at BONNEMA WEALTH MANAGEMENT LLC located in Scottsdale, Arizona.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Joel has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Divorce Planning

Retirement Planning

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Allen Bonnema'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

May 19, 2015 - Present

BONNEMA WEALTH MANAGEMENT LLC

Office #1: 7373 E. Doubletree Ranch Rd Suite 200, Scottsdale, AZ 85258

RIA

CRD#: 173526

SCOTTSDALE, AZ

Past

October 11, 2012 - January 15, 2015

HATTON CONSULTING, INC.

RIA

CRD#: 115585

PHOENIX, AZ

Past

January 22, 2010 - September 4, 2012

MRA ASSOCIATES

RIA

CRD#: 152734

PHOENIX, AZ

Past

July 22, 2004 - January 22, 2010

MILLER/RUSSELL & ASSOCIATES, INC.

RIA

CRD#: 131483

PHOENIX, AZ

Past

September 19, 1996 - August 6, 2004

MILLER/RUSSELL & ASSOCIATES INC

RIA

CRD#: 106459

PHOENIX, AZ

Past

January 14, 1991 - September 9, 1996

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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

Arizona
(5/19/2015)

IAR

California
(7/15/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/16/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/25/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/4/1991

General Securities Representative Examination

Current Firm

BONNEMA WEALTH MANAGEMENT LLC

CRD#: 173526 / SEC#: 801-80710

RIA

Registered Investment Advisory firm - (5/20/2015 Terminated)

Arizona

Registered Investment Advisory firm - (5/19/2015 Approved)

California

Registered Investment Advisory firm - (7/15/2015 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

7373 E. Doubletree Ranch Rd., #200, Scottsdale, AZ 85258

Mailing Address

Phone number

(480) 206-5081

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	198
AUM (Assets Under Management)	$ 98,122,500

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.

Contact information

xxxxx@xxxx.xxx

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Joel A. Bonnema

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Allen Bonnema's CRS (Customer Relationship Summary).

Certified licenses

Experience

BONNEMA WEALTH MANAGEMENT LLC

HATTON CONSULTING, INC.

MRA ASSOCIATES

MILLER/RUSSELL & ASSOCIATES, INC.

MILLER/RUSSELL & ASSOCIATES INC

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/1996

Series 63

Date: 1/25/1991

Series 7

Date: 1/4/1991

Current Firm

BONNEMA WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BONNEMA WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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