Rachel Bonner, financial advisor Billings MT

Rachel Bonner

CRD Number: 4097232
Current Firm: Cetera Investment Advisers LLC

Rachel Bonner (CRD# 4097232) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Billings, MT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC Billings, MT Apr 2022 - Current 1
Ffec Wealth Partners Billings, MT Apr 2022 - Current 1
Sitzy Investments Billings, MT Apr 2022 - Current 1
Sitzman Bonner Wealth Management Billings, MT Oct 2018 - Current 5
First Financial Equity Corporation Billing, MT Sep 2008 - Apr 2022 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for Rachel S. Bonner
Phone Number: 888-528-2987
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • 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, MA, 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, WY

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