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William Francis Bonk

IBN Financial Services, Inc.

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About William Francis Bonk

William Bonk is a financial advisor with over 20 years of experience in the financial services industry. William has held registrations with several firms, including UBS PaineWebber Inc., The Leaders Group, Inc. and currently with IBN Financial Services, Inc. and Trust Advisory Group Ltd. William's professional designations include Series 7 and Series 66 licenses. William specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

William Bonk is currently registered with IBN Financial Services, Inc.. IBN Financial Services, Inc. is a Corporation formed in 1995 and headquartered in Liverpool, NY. They are a registered investment advisor with the SEC and in 49 states. IBN Financial Services, Inc. provides financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $163 million in assets for 830 clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
IBN Financial Services, Inc.

404 OLD LIVERPOOL RD

LIVERPOOL, NY 13088

$163.06M

Assets Under Management

Not reported

Total Clients

54

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 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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percentage of assets

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

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other

Selection and monitoring fees

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William Bonk’s Registration & Firm History

MA

11/01/2024 - Present

IBN Financial Services, Inc. (Framigham MA)

CO

01/07/2003 - 12/31/2020

THE LEADERS GROUP, INC. (LITTLETON CO)

NJ

01/08/2001 - 01/29/2003

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 02/27/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Francis Bonk.
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