RB
Rachel S. Bonner
CETERA INVESTMENT ADVISERS LLC
BILLINGS, MT 59101
Some features on this profile are disabled
CRD#: 4097232
RB
Professional summary
Rachel Sitzman Bonner, who also goes by Rachel Bonner, Rachel Sitzman Bonner, Rachel Suzanne Sitzman, Rachel Suzanne Sitzman-bonner, Rachel Suzanne Sitzman-davis, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Billings, Montana and CETERA WEALTH SERVICES, LLC located in Billings, Montana.
Rachel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Rachel has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rachel Bonner | Rachel Sitzman Bonner | Rachel Suzanne Sitzman | Rachel Suzanne Sitzman-Bonner | Rachel Suzanne Sitzman-Davis
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 OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT START DATE: 5/2017 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: .2 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: ASPENS ANGELS GRIEF RECOVERY INVESTMENT RELATED: NO ADDRESS: 71 25TH ST W #12, BILLINGS, MT 59102 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS START DATE: 5/2015 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER, FUND RAISING, INTERVIEWING CANDIDATES FOR THE PROGRAM AND INTERVIEW INTERESTED PARTIES WHO WOULD LIKE TO BECOME A CERTIFIED SPECIALIST; 3. NAME OF OTHER BUSINESS: SITZMAN BONNER WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BRANDING MYSELF WITH MY CLIENTS START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT INVESTMENTS APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA WILL GO 100% THRU CETERA/ WORKING WITH CLIENTS, INVESTING, GIVING ADVICE ETC.; 4. NAME OF OTHER BUSINESS: RADIO, TV, MAGAZINE, YOU TUBE, SOCIAL MEDIA INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: I MAKE LOCAL APPEARANCES ON ALL OF THE ABOVE REFERENCED WITH MY HUSBAND// WE ARE KNOWN IN THE COMMUNITY// WE DO INTERVIEWS ABOUT HIS BUSINESS AND MINE AND ABOUT OUR FAMILY AND LEADERSHIP START DATE: 4/2021 POSITION/TITLE/RELATIONSHIP: NO TITLE. APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: I MAKE LOCAL APPEARANCES ON ALL OF THE ABOVE REFERENCED WITH MY HUSBAND// WE ARE KNOWN IN THE COMMUNITY// WE DO INTERVIEWS ABOUT HIS BUSINESS AND MINE AND ABOUT OUR FAMILY AND LEADERSHIP; 5. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 4/2022 POSITION/TITLE/RELATIONSHIP: BRANCH MANAGER, MARKETING SPECIALIST, VICE PRESIDENT INVESTMENTS APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: SUPERVISORY OVER BILLINGS, WYOMING & FARGO OFFICES, I OVER SEE A TEAM OF 2 OTHERS IN DEVELOPING OUR WEBSITE AND SOCIAL MEDIA IN ADDITION TO ANY OTHER FIRM BRANDING AND MARKETING, FINANCIAL ADVISOR; 6. NAME OF OTHER BUSINESS: SITZY INVESTMENTS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: LLC, START DATE: 04/2022, POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: LLC FOR 1099 INCOME; 7. NAME OF OTHER BUSINESS: ATARAXIA INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT START DATE: 3/2021 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: INSURANCE AGENT; 8. NAME OF OTHER BUSINESS: RACHEL ESS, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ENTERTAINMENT AND PUBLIC APPEARANCES, START DATE: 05/2025, POSITION/TITLE/RELATIONSHIP: OWNER/TALENT, APX NUMBER OF HOURS PER WEEK: 10, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: INFLUENCER, CONTENT CREATOR, MODEL, ACTOR, SINGER OR SPEAKER TO PROMOTE PRODUCTS, LIFESTYLE, & LEADERSHIP 8. NAME OF OTHER BUSINESS: THE SAVVY WEALTH PLANNERS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Sitzman 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: 550 N. 31st Street Suite 530, Billings, MT 59101RIA
CRD#: 105644
BILLINGS, MT
Current
April 20, 2022 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 550 N. 31st Street Suite 530, Billings, MT 59101BD
CRD#: 13572
Billings, MT
Past
April 20, 2022 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
September 3, 2008 - April 20, 2022
FFEC WEALTH PARTNERS LLC
RIA
CRD#: 16507
BILLINGS, MT
Past
September 2, 2008 - April 20, 2022
FFEC WEALTH PARTNERS LLC
BD
CRD#: 16507
BILLINGS, MT
Past
April 2, 2007 - September 5, 2008
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
BILLINGS, MT
Past
April 2, 2007 - September 5, 2008
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
BILLINGS, MT
Past
November 27, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
BILLINGS, MT
Past
October 10, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
BILLINGS, MT
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
Alabama(4/20/2022)
RR
Arizona(7/31/2024)
RR
Arkansas(7/22/2022)
RR
California(4/20/2022)
RR
Colorado(4/20/2022)
RR
Delaware(4/20/2022)
RR
Florida(6/16/2022)
RR
Idaho(3/18/2025)
RR
Illinois(7/22/2022)
RR
Iowa(12/23/2024)
RR
Kansas(1/2/2025)
RR
Kentucky(4/20/2022)
RR
Maine(12/23/2024)
RR
Maryland(7/22/2022)
RR
Minnesota(8/21/2024)
RR
Missouri(4/20/2022)
RR
Montana(4/20/2022)
IAR
Montana(6/29/2023)
RR
Nevada(4/20/2022)
RR
New Mexico(4/20/2022)
RR
North Dakota(7/22/2022)
RR
Oklahoma(7/22/2022)
RR
Oregon(1/2/2025)
RR
South Carolina(7/22/2022)
RR
Texas(7/22/2022)
IAR
Texas(6/29/2023)
RR
Utah(7/22/2022)
RR
Washington(4/20/2022)
RR
Wisconsin(5/15/2025)
RR
Wyoming(4/20/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Billings, MT 59101TRUST BUT VERIFY
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