William F. Bonk

IBN FINANCIAL SERVICES

Framingham, MA 01701

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CRD#: 4113547

Professional summary

William Francis Bonk, who also goes by William Bonk, is a registered financial advisor currently at IBN FINANCIAL SERVICES, INC. located in Framingham, Massachusetts and IBN ADVISORY SERVICES, INC. located in Framingham, Massachusetts.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. William has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Bonk

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.

As of 7/1/2015 Mr. Bonk is the Owner/Regional Director of Bill Bonk Insurance Marketing ("BBIM") located at 9 Vernon St Framingham MA 01701. BBIM is an Independent Insurance Wholesaler = FMO Fixed Non-Registered Insurance Only (includes Fixed Non-Registered Insurance business (including Indexed Annuities) with Bill Bonk as Agent. Producers Choice Network is an affiliate of BBIM located at 1152 E Long Lake Road, Troy, Mi 48085. Not Investment Related, 160-200 hrs/mo; 160-200 hrs/mo (during trading hours). As of August 25, 2020, Mr. Bonk is the owner of Bonk Realty, LLC located at 49 Willis Road, Sudbury MA, 01776 with one commercial property located at 9 Vernon St, Farmington, MA 01701 where he is the occupant and manages and maintains this commercial property. Not investment Related, 2hrs/mo; 2hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Francis Bonk's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 17, 2024 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 9 Vernon St., Framingham, MA 01701Office #2: 9 Vernon St., Framigham, MA 01701

RIA

CRD#: 42360

Framingham, MA

Current

April 30, 2025 - Present

IBN ADVISORY SERVICES, INC.

Office #1: 9 Vernon St, Framingham, MA 01701

RIA

CRD#: 293288

Framingham, MA

Current

October 16, 2024 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 9 Vernon St., Framigham, MA 01701

RIA

CRD#: 42360

Framigham, MA

Past

February 17, 2021 - November 13, 2024

TRUST ADVISORY GROUP LTD

RIA

CRD#: 106926

Framingham, MA

Past

January 4, 2021 - September 23, 2024

AGES FINANCIAL SERVICES, LTD.

CRD#: 15427

Framingham, MA

Past

January 7, 2003 - December 31, 2020

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

January 8, 2001 - January 29, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 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.

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

California
(12/4/2024)

Florida
(10/16/2024)

IAR

Florida
(10/17/2024)

Massachusetts
(10/16/2024)

IAR

Massachusetts
(1/2/2025)

New Hampshire
(10/16/2024)

IAR

New Hampshire
(4/30/2025)

North Carolina
(2/5/2025)

Ohio
(10/16/2024)

IAR

Rhode Island
(11/1/2024)

Utah
(2/26/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/27/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/2001

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 Approved)

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Contact information

Main Address

404 Old Liverpool Rd., Liverpool, NY 13088

Mailing Address

Po Box 2365, Liverpool, NY 13089

Phone number

(315) 652-4426

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IBN ADV FORM ADV 2A BROCHURE- 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,524
AUM (Assets Under Management)	$ 184,948,056

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.

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Advisor Monitoring

Firm Stability Insights

William F. Bonk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Francis Bonk's CRS (Customer Relationship Summary).

Certified licenses

Experience

IBN ADVISORY SERVICES, INC.

IBN FINANCIAL SERVICES, INC.

TRUST ADVISORY GROUP LTD

AGES FINANCIAL SERVICES, LTD.

THE LEADERS GROUP, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

IBN ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2001

SIE

Date: 10/1/2018

Series 7

Date: 1/5/2001

FINRA

Current Firm

IBN ADVISORY SERVICES, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IBN ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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