Shawna Bonner
Shawna Bonner is a registered investment advisor at Cetera Investment Advisers LLC, based in Grand Junction, CO, with 32 years of industry experience. Shawna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
743 Horizon Court Ste 385, Grand Junction, CO, 81506
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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
Shawna is a member/volunteer for the Kiwanis Club, owns rental property, works as an independent insurance agent selling fixed insurance products, and owns Innovative Asset Solutions for insurance and investment product sales, dedicating full-time hours to it. She also serves as an ambassador for the City of Grand Junction, spending a few hours per week assisting tourists.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Everen Securities, INC.Broker
State Registrations7 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.