Brent R. Bonstingl
Professional summary
Brent Robert Bonstingl is a registered financial advisor currently at DELAWARE WEALTH PLANNERS located in Wilmington, Delaware.
Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brent has worked at 5 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 55 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brent Robert Bonstingl's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2021 - Present
DELAWARE WEALTH PLANNERS
Office #1: 2301 Pennsylvania Avenue, Wilmington, DE 19806April 27, 2015 - July 1, 2021
PENN INVESTMENT ADVISORS, INC.
December 23, 2014 - July 5, 2016
EAGLEVIEW SECURITIES, INC
January 16, 2012 - December 20, 2012
VOYA FINANCIAL ADVISORS, INC.
July 17, 2008 - June 29, 2009
TRILLIUM BROKERAGE SERVICES, LLC
Primary Firm SEC Registration
DELAWARE WEALTH PLANNERS
CRD#: 306818 / SEC#: 801-131049
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2021)
Exams
Series 55
Date: 10/7/2008
Limited Representative-Equity Trader ExamCurrent Firm
DELAWARE WEALTH PLANNERS
CRD#: 306818 / SEC#: 801-131049
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 246 |
| AUM (Assets Under Management) | $ 155,182,754 |
Red Flags
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Company Information
DELAWARE WEALTH PLANNERS
CRD#: 306818Wilmington, DE 19806TRUST BUT VERIFY
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