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WEALTH KEEPERS

BONN II, CARL FRED

CRD 168008

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$335K

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2024-01-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals4$335K

All web addresses on file

Official SEC filing: View on IAPD