Bonnie BelskisCRD Number: 1573667
Current Firm: Confluence Investment Management LLC
Bonnie Belskis (CRD# 1573667) is an Investment Advisor Representative working at Confluence Investment Management LLC in Naperville, IL and has over 29 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
|Confluence Investment Management LLC||St. Louis, MO||Jan 2018 - Current||4|
|Unemployed||Naperville, IL||Aug 2017 - Dec 2017||< 1|
|First Trust Portfolios LP||Lisle, IL||Apr 2008 - Jul 2017||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1993|
|S65||NASAA Investment Advisors Law Examination||May 1997|
Total Assets Under Management7,762MILLIONS
Total Number of Accounts17,031ACCOUNTS
Average Account Value$455,771
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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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