Bonnie Wusz is a CFP-designated registered investment advisor, based in Orange, CA, with 42 years of industry experience.
Location
3111 N. Tustin Street, Suite 215, Orange, CA, 92865
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bonnie is the 100% owner of Bonnie Wusz & Associates, Inc. and works as an advisory representative providing financial planning and asset management, dedicating full-time hours to this. Bonnie also works as an insurance agent selling life and long-term care insurance, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Bw & Associates, INC.
Previous Registrations
Rincon Pacific Management INC
Girard Securities, INC.
Girard Securities, INC.Broker
Sentra Securities CorporationBroker
Sentra Securities CorporationBroker
John Hancock Mutual Life Insurance CompanyBroker
Spelman & CO., INC.Broker
First Affiliated Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.