Milo Bonell

IMBER FINANCIAL GROUP

ANN ARBOR, MI 48103

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CRD#: 7640699

Professional summary

Milo Bonell, who also goes by Milo Jeffrey Bonell, is a registered financial advisor currently at IMBER FINANCIAL GROUP, LLC located in Ann Arbor, Michigan.

Milo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Milo has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Milo Jeffrey Bonell

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milo Bonell's CRS (Customer Relationship Summary).

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

August 25, 2026 - Present

IMBER FINANCIAL GROUP, LLC

Office #1: 955 W Eisenhower Cir Ste A, Ann Arbor, MI 48103

RIA

CRD#: 144846

ANN ARBOR, MI

Past

November 22, 2022 - August 3, 2026

J.P. MORGAN SECURITIES LLC

CRD#: 79

ANN ARBOR, MI

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".

IMBER FINANCIAL GROUP, LLC

IMBER FINANCIAL GROUP, LLC | LEGACY FINANCIAL SYSTEMS, INC. | IMBER WEALTH ADVISORS

CRD#: 144846 / SEC#: 801-136712

RIA

Registered Investment Advisory firm - (8/7/2026 Approved)

Michigan

Registered Investment Advisory firm - (8/25/2026 Termination Requested)

Texas

Registered Investment Advisory firm - (8/25/2026 Terminated)

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).

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

Michigan
(8/25/2026)

IAR

Texas
(8/25/2026)

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

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 12/8/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Status Unavailable

Passed: 11/22/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 11/4/2022

Securities Industry Essentials Examination

Current Firm

IMBER FINANCIAL GROUP, LLC

IMBER FINANCIAL GROUP, LLC | LEGACY FINANCIAL SYSTEMS, INC. | IMBER WEALTH ADVISORS

CRD#: 144846 / SEC#: 801-136712

RIA

Registered Investment Advisory firm - (8/7/2026 Approved)

Michigan

Registered Investment Advisory firm - (8/25/2026 Termination Requested)

Texas

Registered Investment Advisory firm - (8/25/2026 Terminated)

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Contact information

Main Address

955 W Eisenhower Cir Ste A, Ann Arbor, MI 48103

Mailing Address

Phone number

(734) 769-1719

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/25/2026)

Regulatory assets under management

Total Number of Accounts	518
AUM (Assets Under Management)	$ 106,038,540

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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Milo Bonell

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milo Bonell's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMBER FINANCIAL GROUP, LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

IMBER FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Passed: 12/8/2022

Series 6TO

Passed: 11/22/2022

SIE

Passed: 11/4/2022

Current Firm

IMBER FINANCIAL GROUP, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMBER FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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