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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Everett Bonewell is an experienced financial advisor with over 25 years in the industry. Brian currently works for LPL Financial LLC and is registered with the state of Texas and Wisconsin. Brian has a broad range of experience in the financial industry, previously having worked with BMO HARRIS FINANCIAL ADVISORS, INC., Ameriprise Financial Services, Inc., H.D. Vest Investment Services, U.S. Bancorp Investments, Inc., and Wells Fargo Investments, LLC. Brian has a wide range of experience in the financial industry, including portfolio management, financial planning, pension consulting, and selection of other advisors. Brian has an active FINRA registration.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
03/24/2021 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
12/09/2013 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (BROOKFIELD WI)
MN
08/11/2010 - 04/05/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/07/2009 - 09/24/2009
H.D. VEST INVESTMENT SERVICES (MINNEAPOLIS MN)
MN
09/26/2008 - 08/14/2009
U.S. BANCORP INVESTMENTS, INC. (BLOOMINGTON MN)
MN
12/13/2000 - 07/28/2008
WELLS FARGO INVESTMENTS, LLC (COTTAGE GROVE MN)
MN
12/14/2000 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
02/02/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NA
07/22/1996 - 11/19/1997
DAIN BOSWORTH INCORPORATED
MN
10/18/1994 - 06/26/1996
TUSCHNER & COMPANY, INC. (ST. CLOUD MN)
IA
Issued 10/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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