Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Bonneson bruce is an active investment advisor representative and registered representative with Associated Investment Services, Inc.. Neil has been in the industry since 2004 and previously worked for other firms including CUNA BROKERAGE SERVICES, INC., Dougherty & Company LLC, Wells Fargo Advisors, LLC, Raymond James Financial Services, Inc., and TCF INVESTMENTS, INC. Neil holds Series 7, Series 63, Series 65, and Series 6TO licenses and specializes in portfolio management for individuals, investment companies, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
A percentage of the total value of assets under management is charged.
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2
MN
06/17/2021 - Present
Associated Investment Services, Inc. (ST. LOUIS PARK MN)
MN
04/03/2018 - 05/20/2021
CUNA BROKERAGE SERVICES, INC. (BLOOMINGTON MN)
MN
07/15/2016 - 02/15/2017
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
MN
11/15/2013 - 07/21/2016
WELLS FARGO ADVISORS, LLC (CRYSTAL MN)
MN
01/10/2012 - 11/18/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (EDEN PRAIRIE MN)
MN
03/08/2007 - 08/31/2011
ASSOCIATED INVESTMENT SERVICES, INC. (PLYMOUTH MN)
MN
12/04/2006 - 02/05/2007
IFMG SECURITIES, INC. (MINNEAPOLIS MN)
MN
04/28/2003 - 12/31/2006
TCF INVESTMENTS, INC. (MINNETONKA MN)
NY
11/12/2002 - 01/17/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
IA
Issued 09/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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