Kamil Bonifaciuk
GOLDSTONE FINANCIAL GROUP | Financial Advisor
Oakbrook Terrace, IL 60181
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CRD#: 7418656
Professional summary
Kamil Bonifaciuk, CFP® is a registered financial advisor currently at GOLDSTONE FINANCIAL GROUP, LLC located in Oakbrook Terrace, Illinois.
Kamil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kamil has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Biography
Kamil Bonifaciuk is devoted to assisting people and families in achieving their retirement objectives. He observed people making decisions that would negatively impact their financial future and made a commitment to help others by becoming a resource. In order to help his customers be on track for the financial future they desire, he takes satisfaction in taking the time to understand their objectives and concerns, developing custom solutions, and making sure they are aware of how they will get there. In order to help his clients achieve the financial freedom they have fought so hard for and deserve, he ensures that his financial solutions are supported by tested tools and resources.
Kamil is a fiduciary advisor who graduated from the University of Illinois with a bachelor’s degree in financial planning. He holds an Illinois life and health insurance license and has passed his Series 7, 66, and CFP® exam.
Question & Answer
How do you get paid?
Commision and Fee
Are you a "fiduciary"?
Yes
Aliases
None
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.
LICENSED INSURANCE AGENT OFFERING LIFE AND FIXED ANNUITY SALES
CRS (Client Relationship Summary) - RIA
Click below to view Kamil Bonifaciuk'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®
Experience
Current
August 25, 2022 - Present
GOLDSTONE FINANCIAL GROUP, LLC
Office #1: 18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181RIA
CRD#: 222520
Oakbrook Terrace, IL
Past
April 20, 2022 - August 16, 2022
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
OAK BROOK, IL
Past
September 29, 2021 - August 16, 2022
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
OAK BROOK, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GF
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520 / SEC#: 801-99350
RIA
Registered Investment Advisory firm - (6/5/2015 Approved)Illinois
Registered Investment Advisory firm - (1/20/2016 Terminated)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
Illinois(8/25/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/29/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
GF
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520 / SEC#: 801-99350
RIA
Registered Investment Advisory firm - (6/5/2015 Approved)Illinois
Registered Investment Advisory firm - (1/20/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181
Mailing Address
Phone number
(630) 620-9300
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,083 |
| AUM (Assets Under Management) | $ 917,456,867 |
Red Flags
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Company Information
GOLDSTONE FINANCIAL GROUP, LLC
Financial AdvisorCRD#: 222520Oakbrook Terrace, IL 60181TRUST BUT VERIFY
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