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Bonnie Packo

LPL Financial LLC
33 Years of Experience
Bellingham, WA
1 DisclosureBroker
View SEC Summary
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Bonnie Packo is a registered investment advisor at LPL Financial LLC, based in Bellingham, WA, 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

1401 10th Street, Bellingham, WA, 98225-6623

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History

Regulatory History (1)
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.
Customer Dispute
May 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bonnie operates under the DBA Packo Private Wealth Management, Inc. since 2006.

Employment History
Current Registrations
LPL Financial LLC
October 2006 - Present · 20 yrs
LPL Financial LLC
October 2006 - Present · 20 yrs
LPL Financial LLCBroker
October 2006 - Present · 20 yrs
Previous Registrations
UBS Financial Services INC.Broker
August 2006 - October 2006 · 2 mos
UBS Financial Services INC.
August 2006 - October 2006 · 2 mos
Piper Jaffray & CO.
March 2001 - August 2006 · 5 yrs 5 mos
Piper Jaffray & CO.Broker
February 2001 - August 2006 · 5 yrs 6 mos
Dain Rauscher IncorporatedBroker
March 1998 - February 2001 · 2 yrs 11 mos
Dain Rauscher IncorporatedBroker
April 1995 - March 1998 · 2 yrs 11 mos
Investors National CorporationBroker
October 1992 - February 1995 · 2 yrs 4 mos
State Registrations5 states
CACOOHVAWA
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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