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CFP

Bonnie Kirchner

Cambridge Investment Research Advisors, INC.
33 Years of Experience
Marion, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Bonnie Kirchner is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Marion, MA, with 33 years of industry experience. Bonnie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

163 Front St, Ste 203, Marion, MA, 02738

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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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Other Business ActivitiesSells Insurance

Bonnie is an independent insurance agent since 1990, working with various independent insurance companies. She also dedicates about a quarter of her time as the owner-operator of Even Keel Financial Services, LLC for investment management and financial planning services.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2013 - Present · 13 yrs 6 mos
Cambridge Investment Research, INC.Broker
October 2010 - Present · 16 yrs
Previous Registrations
Cambridge Investment Research, INC.Broker
August 2009 - December 2009 · 4 mos
Mutual Service Corporation
September 2006 - August 2009 · 2 yrs 11 mos
Mutual Service CorporationBroker
September 2006 - August 2009 · 2 yrs 11 mos
Winslow, Evans & Crocker, INC.
March 2005 - September 2006 · 1 yr 6 mos
Winslow, Evans & Crocker, INC.Broker
February 2004 - September 2006 · 2 yrs 7 mos
Detwiler, Mitchell, Fenton & Graves, INC.Broker
October 2001 - February 2004 · 2 yrs 4 mos
Aetna Investment Services, LLCBroker
September 1999 - June 2001 · 1 yr 9 mos
Commonwealth Financial NetworkBroker
April 1993 - October 2001 · 8 yrs 6 mos
John Hancock Distributors, INC.Broker
September 1992 - April 1993 · 7 mos
John Hancock Mutual Life Insurance CompanyBroker
September 1992 - April 1993 · 7 mos
State Registrations12 states
CAFLILMAMEMONJORRIVAVTWI
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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