SB
Shawna D. Bonner
CETERA INVESTMENT ADVISERS LLC
Grand Junction, CO 81506
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CRD#: 2244345
SB
Professional summary
Shawna Denise Bonner, who also goes by Shawna Eklund, Shawna D Elslund, Shawna Denise Shephard, Shawna Denise Shepherd, Shawna Denise Wriston, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Grand Junction, Colorado and CETERA WEALTH SERVICES, LLC located in Grand Junction, Colorado.
Shawna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Shawna has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shawna Eklund | Shawna D Elslund | Shawna Denise Shephard | Shawna Denise Shepherd | Shawna Denise Wriston
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. NAME OF ENTITY:Kiwanis Club; No; 3636 WOODVIEW TRACE; INDIANAPOLIS; IN; 46268-3196; fundraising for children's charity; member/volunteer; 11/4/2008; 12; 12; member/volunteer to help with fundraising 2. NAME OF ENTITY:Shawna Bonner - Rental Property; No; 2700 G ROAD UNIT 2B; GRAND JUNCTION; CO; 81506; Rental Property; Owner; 1/14/2015; 1; 0; Rent and maintain property. 3. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 751 HORIZON COURT STE 250; GRAND JUNCTION; CO; 81506; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/4/2008; 24; 24; SALES OF FIXED INSURANCE PRODUCTS 4. NAME OF ENTITY:Innovative Asset Solutions; Yes; 751 HORIZON COURT STE 250; GRAND JUNCTION; CO; 81506; DBA for sales of insurance and investment products; owner; 11/4/2008; 160; 160; sales of insurance and investment products 5.NAME OF OTHER BUSINESS: CITY OF GRAND JUNCTION; INVESTMENT RELATED: NO; ADDRESS: 101 S. 3RD STREET, SUITE 100 GRAND JUNCTION, CO 81501; NATURE OF BUSINESS: TOURIST SERVICES; START DATE: 5/2023; POSITION/TITLE/RELATIONSHIP: AMBASSADOR; APX NUMBER OF HOURS PER WEEK: 12; APX NUMBER OF HOURS DURING TRADING HOURS: 12; BRIEF DESCRIPTION OF DUTIES: ASSIST TOURIST AND RESIDENTS WITH INQUIRIES ABOUT SERVICES AVAILABLE IN DOWNTOWN GRAND JUNCTION AND SURROUNDING AREAS;
CRS (Client Relationship Summary) - RIA
Click below to view Shawna Denise Bonner'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
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 743 Horizon Court Ste 385, Grand Junction, CO 81506RIA
CRD#: 105644
Grand Junction, CO
Current
June 9, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 743 Horizon Court Ste 385, Grand Junction, CO 81506BD
CRD#: 13572
Grand Junction, CO
Past
June 9, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
January 2, 2009 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
GRAND JUNCTION, CO
Past
November 14, 2008 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
GRAND JUNCTION, CO
Past
April 23, 2007 - November 3, 2008
LPL FINANCIAL LLC
RIA
CRD#: 6413
GRAND JUNCTION, CO
Past
April 20, 2007 - November 3, 2008
LPL FINANCIAL LLC
BD
CRD#: 6413
GRAND JUNCTION, CO
Past
January 1, 1999 - December 31, 2006
WADDELL & REED
RIA
CRD#: 866
GRAND JUNCTION, CO
Past
February 18, 1997 - April 24, 2007
WADDELL & REED
BD
CRD#: 866
GRAND JUNCTION, CO
Past
June 11, 1993 - September 17, 1996
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
Arizona(5/24/2023)
RR
Colorado(6/9/2021)
IAR
Colorado(6/29/2023)
RR
District of Columbia(1/5/2022)
RR
Florida(6/10/2021)
RR
Oklahoma(6/9/2021)
RR
Oregon(1/5/2022)
RR
West Virginia(6/9/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Grand Junction, CO 81506TRUST BUT VERIFY
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Contact information
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