Shawna Bonner (CRD# 2244345) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Grand Junction, CO and has over 17 years of experience in the finance industry.
CRD# 6316143
Ameriprise Financial Services, LLC
CRD# 6185544
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1580169
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| City Of Grand Junction | Grand Junction, CO | May 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| Innovative Asset Solutions | Grand Juncton, CO | Jan 2008 - Current | 16 |
| Various Insurance Carriers | Grand Junction, CO | Apr 1997 - Current | 27 |
| Voya Financial Advisors | Grand Junction, CO | Sep 2014 - Jun 2021 | 6 |
| Mosaic | Grand Junction, CO | Jan 2010 - Oct 2020 | 10 |
| Ing Financial Partners, Inc. | Grand Junction, CO | Nov 2008 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- CO
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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