Mark A. Bonnett
COREPATH WEALTH PARTNERS LLC | CEO
Scottsdale, AZ 85251
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CRD#: 3069882
Professional summary
Mark Alan Bonnett is a registered financial advisor currently at COREPATH WEALTH PARTNERS LLC located in Scottsdale, Arizona.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mark has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Insurance
Trust & estate planning
Institutional consulting
Financial planning
What is your current number of clients?
Greater than 100
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) CorePath Insurance Services, LLC; President and Licensed Insurance Professional; Non-advisory. 10% or less of business time; Same address.
2) CorePath Risk Solutions, LLC; President and Licensed Insurance Professional; Non-advisory. 10% or less of business time; Same address.
3) BONNETT REAL ESTATE; 5030 E VAUGHN DRIVE PHOENIX AZ; NOT INVEST RELATED; OWNER; 1/04-ONGOING; 5 HRS PER MONTH; 0 HRS PER MONTH DURING SECURITIES TRADING HRS.
4) BONNETT INVESTMENT GROUP LLC; 5030 E VAUGHN DR PHOENIX AZ 85044; HOLDING COMPANY; 1/2004-ONGOING.
5) MIDWESTERN UNIVERSITY COLLEGE OF VETERINARY MEDICINE, GLENDALE, AZ; NON INVESTMENT RELATED; ADJUNCT FACULTY; 7/2014 TO PRESENT; 10 HRS/MNTH WITH 5 HRS/MNTH DURING TRADING HRS.
6) MAKE-A-WISH ARIZONA, PHOENIX, AZ; NON-INVEST RLTD; NON-PROFIT; COMMITTEE MEMBER; 08/2014 TO PRESENT; 2 HR/MTH WITH 2 HR/MTH DURING TRADING HOURS;
7) GAMA INTERNATIONAL, FALLS CHURCH, VA; NON-INVSTMT RLTD; NON-PROFIT; BOARD MEMBER; 01/2014 - PRESENT; 2 HR/MTH WITH 2 HR/MTH DURING TRADING HOURS.
8) BALANCE BENEFITS CONSULTING LLC, PHOENIX, AZ; INVESTMENT RELATED; PARTNER; 4/2015 TO PRESENT; 5 HRS/MO WITH 5 HRS/MO DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Alan 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
February 4, 2019 - Present
COREPATH WEALTH PARTNERS LLC
Office #1: 7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251RIA
CRD#: 299951
Scottsdale, AZ
Past
January 20, 2011 - January 23, 2019
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Scottsdale, AZ
Past
January 7, 2010 - January 23, 2019
CRI SECURITIES, LLC
RIA
CRD#: 22589
Scottsdale, AZ
Past
December 7, 1998 - September 10, 2008
MARATHON ADVISORS, INC
RIA
CRD#: 113696
MINNEAPOLIS, MN
Past
August 31, 1998 - January 23, 2019
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Scottsdale, AZ
Past
August 31, 1998 - January 23, 2019
CRI SECURITIES, LLC
BD
CRD#: 22589
Scottsdale, AZ
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".
CW
COREPATH WEALTH PARTNERS LLC
COREPATH WEALTH MANAGEMENT LLC | COREPATH WEALTH PARTNERS LLC
CRD#: 299951 / SEC#: 801-114567
RIA
Registered Investment Advisory firm - (1/28/2019 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.Highlighted states indicate IAR registrations
IAR
Arizona(2/4/2019)
IAR
Texas(9/12/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
COREPATH WEALTH PARTNERS LLC
COREPATH WEALTH MANAGEMENT LLC | COREPATH WEALTH PARTNERS LLC
CRD#: 299951 / SEC#: 801-114567
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251
Mailing Address
Phone number
(480) 448-0334
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 864 |
| AUM (Assets Under Management) | $ 217,891,813 |
Red Flags
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Company Information
COREPATH WEALTH PARTNERS LLC
CEOCRD#: 299951Scottsdale, AZ 85251TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
