BB
Bonita K. Bell-andersen
TENCAP WEALTH COACHING
ST. GEORGE, UT
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CRD#: 4353276
BB
Professional summary
Bonita Kay Bell-andersen, ChFC®, CLU®, who also goes by Bonita K. Bell, Bonita Kay Bell, Bonita Kay Wolfe, is a registered financial advisor currently at TENCAP WEALTH COACHING located in St. George, Utah.
Bonita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bonita has worked at 7 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bonita K. Bell | Bonita Kay Bell | Bonita Kay Wolfe
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.
INDEPENDENT INSURANCE AGENT; INSURANCE SERVICES, ST. GEORGE, UT. 8HRS/8HRS, INDEPENDENT INSURANCE AGENT; 01/2000.
CRS (Client Relationship Summary) - RIA
Click below to view Bonita Kay Bell-andersen'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®
Experience
Current
February 6, 2024 - Present
TENCAP WEALTH COACHING
RIA
CRD#: 166130
ST. GEORGE, UT
Past
January 19, 2021 - January 8, 2024
FREEDOM FINANCIAL COACHING, LLC
RIA
CRD#: 299696
WEST RICHLAND, WA
Past
September 16, 2014 - June 28, 2021
TRIAD WEALTH MANAGEMENT, INC.
RIA
CRD#: 172965
SPOKANE, WA
Past
May 12, 2010 - June 23, 2010
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPOKANE VALLEY, WA
Past
May 29, 2009 - May 3, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
SPOKANE VALLEY, WA
Past
August 13, 2001 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
May 24, 2001 - June 2, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
SPOKANE, WA
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".
TW
TENCAP WEALTH COACHING
TENCAP WEALTH COACHING | TENCAP, LLC | TENCAP WEALTH COACHING, LLC
CRD#: 166130 / SEC#: 801-130427
RIA
Registered Investment Advisory firm - (6/10/2024 Approved)Colorado
Registered Investment Advisory firm - (6/17/2024 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/13/2024 Terminated)Minnesota
Registered Investment Advisory firm - (6/13/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/14/2024 Terminated)North Dakota
Registered Investment Advisory firm - (6/13/2024 Terminated)Texas
Registered Investment Advisory firm - (6/13/2024 Terminated)Utah
Registered Investment Advisory firm - (6/13/2024 Terminated)Washington
Registered Investment Advisory firm - (7/17/2024 Terminated)Wyoming
Registered Investment Advisory firm - (6/13/2024 Terminated)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
Utah(2/6/2024)
IAR
Washington(5/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
TW
TENCAP WEALTH COACHING
TENCAP WEALTH COACHING | TENCAP, LLC | TENCAP WEALTH COACHING, LLC
CRD#: 166130 / SEC#: 801-130427
RIA
Registered Investment Advisory firm - (6/10/2024 Approved)Colorado
Registered Investment Advisory firm - (6/17/2024 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/13/2024 Terminated)Minnesota
Registered Investment Advisory firm - (6/13/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/14/2024 Terminated)North Dakota
Registered Investment Advisory firm - (6/13/2024 Terminated)Texas
Registered Investment Advisory firm - (6/13/2024 Terminated)Utah
Registered Investment Advisory firm - (6/13/2024 Terminated)Washington
Registered Investment Advisory firm - (7/17/2024 Terminated)Wyoming
Registered Investment Advisory firm - (6/13/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1314 West 11400 South Suite 201, South Jordan, UT 84095
Mailing Address
Phone number
(801) 221-2956
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,025 |
| AUM (Assets Under Management) | $ 117,197,434 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
