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Mark Alan Bonnett

Corepath Wealth Partners LLC

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About Mark Alan Bonnett

Mark Alan Bonnett is a financial advisor with Corepath Wealth Partners LLC in Scottsdale, Arizona. Mark has been a financial advisor for over 20 years and has a strong background in financial planning, investment management, and insurance. Mark specializes in helping individuals and families develop comprehensive financial plans and investment strategies that meet their unique needs and goals. Mark is also a licensed insurance professional and offers a range of insurance products and services. Mark is committed to providing his clients with the highest level of service and expertise.

Firm Information

Mark Bonnett is currently registered with Corepath Wealth Partners LLC. Corepath Wealth Partners LLC is an investment advisor based in Scottsdale, Arizona. The firm provides financial planning, pension consulting, and educational seminars, and selects other advisors for clients. They manage portfolios for individuals and offer investment advisory services. As of 2023, the firm has $348,224,500 in regulatory assets under management, with 1,988 total accounts. Corepath Wealth Partners LLC primarily serves high-net-worth individuals and individuals other than high-net-worth.
Corepath Wealth Partners LLC

7114 E. STETSON DRIVE

SCOTTSDALE, AZ 85251

$348.22M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Bonnett’s Registration & Firm History

AZ

09/12/2024 - Present

Corepath Wealth Partners LLC (SCOTTSDALE AZ)

AZ

08/31/1998 - 01/23/2019

CRI SECURITIES, LLC (Scottsdale AZ)

AZ

08/31/1998 - 01/23/2019

SECURIAN FINANCIAL SERVICES, INC. (Scottsdale AZ)

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Licenses & Designations

BOTH

Issued 08/15/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mark Alan Bonnett. Review regulatory record here.
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