Unclaimed
Bonnie Tomczak is a Registered Representative and licensed in the state of WI. Bonnie Tomczak is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 08/20/2022. Bonnie Tomczak has passed the following securities exams: Series 7TO, SIE, and General Securities Principal Examination.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
WI
08/20/2022 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
BC
Issued 12/10/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Bonnie Tomczak is the right advisor for you? Invested Better is here to help.