David Bonifield (CRD# 4568634) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Chicago, IL and has over 20 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fourstar Wealth Advisors, LLC | Chicago, IL | May 2016 - Current | 7 |
| Calvera Capital, LLC | Glen Ellyn, IL | Oct 2015 - Dec 2019 | 4 |
| J.p. Morgan Securities LLC | Oakbrook Terrace, IL | Aug 2013 - Oct 2015 | 2 |
| Jpmorgan Chase Bank Na | Naperville, IL | Jul 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- IL
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Total Assets Under Management1,019MILLIONS
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Total Number of Accounts2,940ACCOUNTS
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Average Account Value$346,556
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, MA, MD, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, UT, VA, WI
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