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Paul Bonaccini

Ameriprise Financial Services, LLC
36 Years of Experience
Traverse City, MI
3 DisclosuresBroker
View SEC Summary
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Paul Bonaccini is a registered investment advisor at Ameriprise Financial Services, LLC, based in Traverse City, MI, with 36 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13919 S West Bayshore Dr, Ste 105 A, Traverse City, MI, 49684-6215

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2019
Customer Dispute
April 2009
Settled
Customer Dispute
March 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul is a member of Bay Area Properties, LLC, managing rental homes and dedicating minimal time. He also operates as Peninsula Wealth Management Group, a DBA for Wedbush Securities, spending nearly full-time hours on this investment-related activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2025 - Present · 11 mos
Ameriprise Financial Services, LLC
October 2025 - Present · 1 yr
Ameriprise Financial Services, LLCBroker
October 2025 - Present · 1 yr
Previous Registrations
Wedbush Securities INC.
May 2020 - October 2025 · 5 yrs 5 mos
Wedbush Securities INC.Broker
June 2019 - October 2025 · 6 yrs 4 mos
Raymond James & Associates, INC.
September 1999 - July 2018 · 18 yrs 10 mos
Raymond James & Associates, INC.Broker
June 1998 - June 2019 · 21 yrs
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
February 1994 - May 1998 · 4 yrs 3 mos
Prudential Securities IncorporatedBroker
August 1990 - March 1994 · 3 yrs 7 mos
State Registrations9 states
AZCOFLINMITXWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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