Bonnie Zupancic, financial advisor Pueblo CO

Bonnie Zupancic

CRD Number: 3110250
Current Firm: Lpl Financial LLC

Bonnie Zupancic (CRD# 3110250) is an Investment Advisor Representative working at Lpl Financial LLC in Pueblo, CO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Pueblo, CO May 2020 - Current 3
Wells Fargo Advisors Financial Network LLC Pueblo, CO May 2009 - May 2020 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Bonnie Zupancic
Phone Number: 704-733-3300
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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