Brent Robert 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DELAWARE AVENUE WEALTH PLANNERS, LLC | DELAWARE WEALTH PLANNERS
Contact Information
Main Address
2301 Pennsylvania Avenue, Wilmington, DE 19806Phone Number
(302) 254-2400# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
277AUM (Assets Under Management)
$255,567,984Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
DELAWARE AVENUE WEALTH PLANNERS, LLC | DELAWARE WEALTH PLANNERS
State Registrations and Notice Filings
(7/9/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Oct 2008Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Brent Robert Bonstingl's CRS (Customer Relationship Summary).
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