Aaron Bonck, financial advisor Seattle WA

Aaron Bonck

CRD Number: 6234283
Current Firm: Concourse Financial Group Advisors

Aaron Bonck (CRD# 6234283) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Seattle, WA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Concourse Financial Group Securities Inc. Seattle, WA Aug 2017 - Current 6
Concourse Financial Group Securities Inc. Seattle, WA Sep 2013 - Current 10
(dba) Time Value Investments Seattle, WA Aug 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Aaron M. Bonck
Phone Number: 800-288-3035
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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