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David John Bonski

Blue Horizon Wealth Management, LLC

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About David John Bonski

David Bonski is an Investment Advisor Representative at Blue Horizon Wealth Management, LLC. David has been registered with FINRA for over 10 years and is licensed in Pennsylvania. David has been in the industry since 2012. David focuses on providing financial planning and portfolio management services for individuals. David's firm primarily provides financial planning and portfolio management services to individuals.

Firm Information

David Bonski is currently registered with Blue Horizon Wealth Management, LLC. Blue Horizon Wealth Management, LLC is an investment advisor that provides financial planning and portfolio management for individuals.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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David Bonski’s Registration & Firm History

PA

10/10/2013 - Present

Blue Horizon Wealth Management, LLC (JOHNSTOWN PA)

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Licenses & Designations

IA

Issued 09/19/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David John Bonski.
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