Harry Bonn, financial advisor San Ramon CA

Harry Bonn

CRD Number: 821194
Current Firm: Osaic Wealth, Inc.

Harry Bonn (CRD# 821194) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Ramon, CA and has over 41 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Osaic Wealth, Inc. San Ramon, CA Jan 2024 - Current < 1
Woodbury Financial Services Inc. San Francisco, CA Jun 2019 - Jan 2024 4
Securian Financial Services Inc. St Paul, MN Sep 2015 - Jun 2019 3
Minnesota Life Insurance Co St Paul, MN Sep 2015 - Jun 2019 3
Sgc Financial And Insurance Services San Ramon, CA Aug 2015 - Jun 2019 3
Metlife Securities Inc. San Ramon, CA Jan 2015 - Sep 2015 < 1
New England Securities Boston, MA Aug 2003 - Sep 2015 12
New England Financial Boston, MA Aug 2003 - Sep 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
S65 NASAA Investment Advisors Law Examination Jul 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Harry Bonn
Phone Number: 800-821-5100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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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