Renee Bonsell

MERIDIAN WEALTH MANAGEMENT

Dublin, OH 43017

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CRD#: 6931074

Professional summary

Renee Bonsell, who also goes by Renee Bonsell, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Dublin, Ohio.

Renee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Renee has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Renee Bonsell

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.

Renee Bonsell works part-time as a pharmacist.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee Bonsell'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®

None

Experience

Current

April 25, 2018 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 6605 Longshore Street, Suite 240, Dublin, OH 43017

RIA

CRD#: 295879

Dublin, OH

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

Ohio
(4/25/2018)

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: 3/21/2018

Uniform Investment Adviser Law Examination

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC | PHARMACIST WEALTH

CRD#: 295879 / SEC#:

Ohio

Registered Investment Advisory firm - (4/25/2018 Approved)

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Contact information

Main Address

6605 Longshore Street, Suite 240, Dublin, OH 43017

Mailing Address

Phone number

(614) 908-1515

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Renee Bonsell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee Bonsell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/2018

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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