Bonnema Wealth Management LLC
Bonnema Wealth Management LLC (CRD# 173526) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $88,050,207 in 148 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management88MILLION
Total Number of Accounts148ACCOUNTS
Average Account Value$594,934
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joel Bonnema (CRD# 2069947) is an Investment Advisor Representative working at Bonnema Wealth Management LLC in Scottsdale, AZ and has over 27 years of experience in the finance industry. Joel Bonnema 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.