Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Thomas Bonk is a financial advisor who has been in the industry since 2011. Timothy is registered with J.p. Morgan Securities LLC and has been with the firm since 2024. Previously, Timothy was registered with U.S. Bancorp Investments, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Timothy is a Series 7, Series 24, and Series 66 licensed professional.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WI
04/10/2024 - Present
J.p. Morgan Securities LLC (Milwaukee WI)
WI
04/06/2020 - 03/28/2024
U.S. BANCORP INVESTMENTS, INC. (MILWAUKEE WI)
WI
09/21/2012 - 03/05/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BROOKFIELD WI)
WI
04/18/2011 - 10/12/2012
FIDELITY BROKERAGE SERVICES LLC (BROOKFIELD WI)
NY
02/16/2011 - 03/16/2011
HOLD BROTHERS CAPITAL LLC (NEW YORK NY)
BOTH
Issued 07/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Bonk is the right advisor for you? Invested Better is here to help.
