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Milo Bonell

IMBER WEALTH ADVISORS
ANN ARBOR, MI 48103
Some features on this profile are disabled
CRD#: 7640699
MB
Milo BonellIMBER WEALTH ADVISORS

Professional summary

Milo Bonell, who also goes by Milo Jeffrey Bonell, is a registered financial advisor currently at IMBER WEALTH ADVISORS 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).

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 WEALTH ADVISORS

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

BD
CRD#: 79
ANN ARBOR, MI

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)

Exams

State Security Law Exam
RR
Series 63
Date: 12/8/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/22/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/4/2022
Securities Industry Essentials Examination

Current Firm

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

CRD#: 144846 / SEC#:

Michigan
Registered Investment Advisory firm - (6/29/2009 Approved)
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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
8

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts471
AUM (Assets Under Management)$ 70,575,660

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.

Company Information

IMBER WEALTH ADVISORS

CRD#: 144846Ann Arbor, MI 48103

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