KB
Kamerynn A. Bonn
SALTBOX FINANCIAL LLC
Greensboro, NC
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CRD#: 7358790
KB
Professional summary
Kamerynn Alisa Bonn, who also goes by Kamerynn Alisa Kohler, is a registered financial advisor currently at SALTBOX FINANCIAL LLC located in Greensboro, North Carolina.
Kamerynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kamerynn has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kamerynn Alisa Kohler
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.
1. NAME OF OTHER BUSINESS: MATT LOGAN INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2021; POSITION/TITLE/RELATIONSHIP: OPERATIONS SPECIALIST; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: MANAGING INTERNAL PROCESSES AND FACILITATING ACCOUNT OPENING, SERVICING, AND TRANSFERS; 2. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 09/2021; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ; 3. NAME OF OTHER BUSINESS: TMRW WEALTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 5/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Kamerynn Alisa Bonn'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®
NoneExperience
Current
February 19, 2025 - Present
SALTBOX FINANCIAL LLC
RIA
CRD#: 130882
Greensboro, NC
Past
June 29, 2023 - December 26, 2024
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
GREENSBORO, NC
Past
August 8, 2022 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
GREENSBORO, NC
Past
February 19, 2022 - December 26, 2024
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
GREENSBORO, NC
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
Massachusetts(2/19/2025)
IAR
North Carolina(5/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/18/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
SALTBOX FINANCIAL LLC
CHARLO MAURER | SALTBOX FINANCIAL LLC | PEACE OF MONEY LLC | PEACE OF MONEY
CRD#: 130882 / SEC#:
Colorado
Registered Investment Advisory firm - (11/27/2024 Approved)Idaho
Registered Investment Advisory firm - (2/25/2025 Approved)Louisiana
Registered Investment Advisory firm - (10/13/2023 Terminated)Massachusetts
Registered Investment Advisory firm - (4/16/1999 Approved)New Hampshire
Registered Investment Advisory firm - (7/27/2017 Approved)North Carolina
Registered Investment Advisory firm - (5/1/2025 Approved)Texas
Registered Investment Advisory firm - (9/1/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
110 Haverhill Rd. Suite 307, Amesbury, MA 01913
Mailing Address
Phone number
(978) 572-2071
Established
Firm type
Fiscal year end
# of Employees
8
Regulatory assets under management
| Total Number of Accounts | 184 |
| AUM (Assets Under Management) | $ 84,931,055 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
