Michael A. Bonfanti

BONFANTI INVESTMENT SERVICES

Prairieville, LA 70769

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CRD#: 4815255

Professional summary

Michael Anthony Bonfanti, CFP® is a registered financial advisor currently at BONFANTI INVESTMENT SERVICES, LLC located in Prairieville, Louisiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

04/2008 - MJM Partners, LLC - Investment Related - Prairieville, LA - Real Estate Rental - Time Spent 0% - MJM Partners owns Oak Grove Office Park. It currently has one tenant None of them are customers or advisors of another broker dealer or RIA.. It is commercial property. 01/2014 - BONFANTI REALTY, LLC - INV REL - Real Estate Rental - 5% TIME SPENT - One single family residence. Renters are not customers or advisors of another BD/RIA. This is a home I own. 10/2015 - First Protective - INV REL - 14313 Bluff Pass Dr., Prairieville, LA 70769 - Non-Variable Insurance - 5 HOURS PER MONTH DURING TRADING - My title would be Agent. First Protective will be the BGA. Paid at carrier level. I am not an owner. 09/2016 - Bonfanti Insurance Services, LLC - Inv Rel - Prairieville, LA - fixed insurance with various companies - 5% time spent - independent insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Bonfanti'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

October 10, 2016 - Present

BONFANTI INVESTMENT SERVICES, LLC

Office #1: 14279 Hwy 73, Prairieville, LA 70769

RIA

CRD#: 284395

Prairieville, LA

Past

October 14, 2009 - October 11, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

PRAIRIEVILLE, LA

Past

October 8, 2009 - October 11, 2016

LPL FINANCIAL LLC

CRD#: 6413

PRAIRIEVILLE, LA

Past

July 14, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 14, 2004 - October 9, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BATON ROUGE, LA

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

Louisiana
(10/10/2016)

IAR

Texas
(10/11/2016)

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 66

Date: 1/17/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/11/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/2004

General Securities Representative Examination

Current Firm

BONFANTI INVESTMENT SERVICES, LLC

CRD#: 284395 / SEC#:

Louisiana

Registered Investment Advisory firm - (10/10/2016 Approved)

Texas

Registered Investment Advisory firm - (10/11/2016 Approved)

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Contact information

Main Address

14279 Hwy 73, Prairieville, LA 70769

Mailing Address

Phone number

(225) 612-3984

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	506
AUM (Assets Under Management)	$ 52,159,500

Red Flags

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Michael A. Bonfanti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Bonfanti's CRS (Customer Relationship Summary).

Certified licenses

Experience

BONFANTI INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/17/2006

SIE

Date: 10/11/2016

Series 7

Date: 7/13/2004

Current Firm

BONFANTI INVESTMENT SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BONFANTI INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

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