John C. Bonnell

CAMPBELL NEWMAN ASSET MANAGEMENT

Milwaukee, WI 53202

Some features on this profile are disabled

CRD#: 4533472

Professional summary

John Charles Bonnell, who also goes by John Bonnell, is a registered financial advisor currently at CAMPBELL NEWMAN ASSET MANAGEMENT INC located in Milwaukee, Wisconsin.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. John has worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Bonnell

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.

Red 27, LLC Indianapolis, IN, owner and operator of Capriotti's Sandwich Shop (not investment related). Beginning on or about 3/11/2016 Mr. Bonnell will be a minority owner and non-management member of the business along with members of his family. Mr. Bonnell is not involved in this business during regular securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Bonnell'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

December 18, 2017 - Present

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Office #1: 330 East Kilbourn Avenue Suite 1125, Milwaukee, WI 53202

RIA

CRD#: 107003

Milwaukee, WI

Past

July 27, 2007 - June 21, 2017

ARTISAN PARTNERS DISTRIBUTORS LLC

CRD#: 45446

MILWAUKEE, WI

Past

April 11, 2007 - June 29, 2007

TOUCHSTONE ADVISORS INC

RIA

CRD#: 107028

CINCINNATI, OH

Past

March 29, 2007 - June 29, 2007

TOUCHSTONE SECURITIES, INC.

CRD#: 1526

CINCINNATI, OH

Past

March 31, 2005 - April 11, 2007

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

December 4, 2002 - March 31, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

September 10, 2002 - March 30, 2005

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

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".

CAMPBELL NEWMAN ASSET MANAGEMENT INC

CRD#: 107003 / SEC#: 801-8825

RIA

Registered Investment Advisory firm - (8/26/1972 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

Texas
(12/18/2017)

IAR

Wisconsin
(12/18/2017)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/26/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/21/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/9/2002

General Securities Representative Examination

Current Firm

CAMPBELL NEWMAN ASSET MANAGEMENT INC

CRD#: 107003 / SEC#: 801-8825

RIA

Registered Investment Advisory firm - (8/26/1972 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

330 East Kilbourn Avenue Suite 1125, Milwaukee, WI 53202

Mailing Address

Phone number

(414) 908-6670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	1,382
AUM (Assets Under Management)	$ 1,285,363,650

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.

Similar Advisors

Shelly Wohler

INDEPENDENT FINANCIAL PARTNERS

IAR

Brookfield, WI

Casey Berrall

BKM WEALTH MANAGEMENT

IAR

Brookfield, WI

Carson Biber

DRAKE & ASSOCIATES, LLC

IAR

WAUKESHA, WI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John C. Bonnell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Bonnell's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARTISAN PARTNERS DISTRIBUTORS LLC

TOUCHSTONE ADVISORS INC

TOUCHSTONE SECURITIES, INC.

GOLDMAN SACHS & CO. LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

CAMPBELL NEWMAN ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2017

Series 66

Date: 9/26/2002

SIE

Date: 6/21/2017

Series 7

Date: 9/9/2002

Current Firm

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAMPBELL NEWMAN ASSET MANAGEMENT INC

TRUST BUT VERIFY

Similar Advisors