Michael Bonfanti (CRD# 4815255) is an Investment Advisor Representative working at Bonfanti Investment Services, LLC in Prairieville, LA and has over 18 years of experience in the finance industry. Michael Bonfanti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bonfanti Investment Services, LLC | Prairieville, LA | Oct 2016 - Current | 7 |
| Bonfanti Insurance Services, LLC | Prairieville, LA | Sep 2016 - Current | 7 |
| First Protective | Birmingham, AL | Oct 2015 - Current | 8 |
| Bonfanti Realty, LLC | Prairieville, LA | Jan 2014 - Current | 10 |
| Bonfanti Investment Services, LLC | Prairieville, LA | Dec 2009 - Current | 14 |
| Lpl Financial LLC | Prairieville, LA | Oct 2009 - Oct 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- LA
- TX
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts473ACCOUNTS
-
Average Account Value$96,896
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
LA, TX
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