John Bonnell (CRD# 4533472) is an Investment Advisor Representative working at Campbell Newman Asset Management Inc. in Milwaukee, WI and has over 21 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Campbell Newman Asset Management, Inc. | Glendale, WI | Jun 2017 - Current | 6 |
| Artisan Partners Distributors LLC | Milwaukee, WI | Jul 2007 - Jun 2017 | 9 |
| Artisan Partners Limited Partnership | Milwaukee, WI | Jul 2007 - Jun 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- TX
- WI
-
Total Assets Under Management1,228MILLIONS
-
Total Number of Accounts1,319ACCOUNTS
-
Average Account Value$930,735
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, FL, GA, IL, MD, MI, MN, NC, NJ, NY, OH, TX, WI
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