Gregory BonnemaCRD Number: 3126408
Current Firm: H.d. Vest Advisory Services, Inc.
Gregory Bonnema (CRD# 3126408) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Prinsburg, MN and has over 18 years of experience in the finance industry.
Sagepoint Financial, Inc.
Sutterfield Financial Group, Inc.
Ameriprise Financial Services, Inc.
|H.d. Vest Advisory Services||Prinsburg, MN||Sep 2006 - Current||11|
|H.d. Vest Investment Services||Wilmar, MN||Sep 1998 - Current||19|
|Greg Bonnema, Cpa||Prinsburg, MN||May 1988 - Current||29|
|Ran Grussing, Lpa Ea||Clara City, MN||May 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV