Kamerynn A. Bonn

SALTBOX FINANCIAL

Greensboro, NC

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CRD#: 7358790

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.

At a Glance

Always Fiduciary

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;

Blog Corner

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®

None

Experience

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

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)

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: 8/5/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/18/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/10/2021

Securities Industry Essentials Examination

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 - (2/27/2026 Terminated)

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	184
AUM (Assets Under Management)	$ 97,252,024

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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Kamerynn A. Bonn

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamerynn Alisa Bonn's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALTBOX FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/5/2022

Series 7TO

Date: 2/18/2022

SIE

Date: 9/10/2021

Current Firm

SALTBOX FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SALTBOX FINANCIAL LLC

TRUST BUT VERIFY

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