Kelly Bonner is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Panama City, FL, with 26 years of industry experience. Kelly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1022 W 23rd St, Ste 700, Panama City, FL, 32405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly owns rental property in Panama City, FL with her spouse since 2013. She spends a few hours per week maintaining the property and collecting rent.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations29 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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