Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dean Bonk is a registered investment advisor representative. Robert has been in the industry since 1999. Robert holds FINRA Series 6, 7, 24, 63 and 65 licenses. Currently, Robert is associated with Eagle Strategies LLC. Previously, Robert was associated with THRIVENT INVESTMENT MANAGEMENT INC. and LUTHERAN BROTHERHOOD SECURITIES CORP.. Robert is registered with the states of Iowa, Kansas and Nebraska. Robert provides financial planning, educational seminars, selection of other advisers and portfolio management for individuals services to clients.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NE
04/22/2022 - Present
Eagle Strategies LLC (ELKHORN NE)
NE
07/01/2002 - 09/04/2007
THRIVENT INVESTMENT MANAGEMENT INC. (GRAND ISLAND NE)
MN
04/19/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 02/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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