Bonnie Staniewicz, financial advisor Barrington NH
96 score

Bonnie Staniewicz

CRD Number: 3049575
Current Firm: Waddell & Reed

Bonnie Staniewicz (CRD# 3049575) is an Investment Advisor Representative working at Waddell & Reed in Barrington, NH and has over 18 years of experience in the finance industry. Bonnie Staniewicz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Richie Mcfarland Childrens Center Stratham, NH Jun 2015 - Current 1
Richie Mcfarland Childrens Center Stratham, NH Jun 2010 - Current 6
Various Insurance Carriers For W & R Insurance Agencies Barrington, NH Sep 1998 - Current 18
Waddell & Reed, Inc. Barrington, NH Apr 1998 - Current 18
Greater Barrington Chamber Of Commerce Barrington, NH Jan 2012 - Oct 2014 2
Fair And Square Divorce Planning, LLC Barrington, NH Apr 2012 - Aug 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Feb 2003
Contact Info for Bonnie L. Staniewicz
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • NJ
  • RI
  • TX
  • SC
  • ME
  • NH
  • NC
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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