Gregory Bonzelaar
Gregory Bonzelaar is a registered investment advisor at American Independent Securities Group, LLC, based in Graham, TX, with 32 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,385 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees generally range from 0.75% to 2.5% based on total assets, investment style, and program platform. Fees are negotiable.
Fee Estimator
Location
Graham, TX
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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
Gregory sells non-variable insurance products and provides accounting and tax preparation services to family and friends. Both activities take a few hours per week.
Employment History
Current Registrations
American Independent Securities Group, LLCBroker
American Independent Securities Group, LLC
Previous Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Gunnallen Financial, INCBroker
Gunnallen Financial, INC
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
High Mark Securities, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations8 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.
Exams
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