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Thomas Allen Bono

Monere Wealth Management, Inc.

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About Thomas Allen Bono

Thomas Bono is a financial advisor with over 40 years of experience in the financial services industry. Thomas is currently registered with Monere Wealth Management, Inc. and is a registered representative with FINRA. Thomas has a wide range of experience and holds multiple licenses including Series 4, 7, 9, 10, 15, 24, 52TO, 53, 63 and 65. Thomas has previously been registered with David A. Noyes & Company. Thomas specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Thomas is committed to providing personalized financial guidance and helping clients achieve their financial goals.

Firm Information

Thomas Bono is currently registered with Monere Wealth Management, Inc.. Monere Wealth Management, Inc. is an investment advisory firm headquartered in Schaumburg, IL. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages over $270 million in assets and has a team of 10 investment advisor representatives.
Monere Wealth Management, Inc.

20 N. MARTINGALE ROAD

SCHAUMBURG, IL 60173

$270.00M

Assets Under Management

350

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Thomas Bono’s Registration & Firm History

IL

01/10/2023 - Present

Monere Wealth Management, Inc. (SCHAUMBURG IL)

IL

01/03/1978 - 06/02/2015

DAVID A. NOYES & COMPANY (OAK PARK IL)

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Licenses & Designations

IA

Issued 05/23/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/12/1984

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/25/1981

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/1993

Series 15 - Foreign Currency Options Examination

BC

Issued 12/17/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Allen Bono.
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