BA
BA

Bonnie Adamczak-Brown

37 Years of Experience
Norton Shores, MI
Broker

Bonnie Adamczak-Brown is a registered investment advisor at Raymond James & Associates, INC., based in Norton Shores, MI, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

570 Seminole Road, Suite 101, Norton Shores, MI, 49444

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2012 - Present · 14 yrs
Raymond James & Associates, INC.Broker
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
January 1998 - March 2010 · 12 yrs 2 mos
UBS Financial Services INC.Broker
November 1988 - March 2010 · 21 yrs 4 mos
State Registrations13 states
AZCACOCTFLGAILMINCOHSCTNTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.