Bonnie Miller
Bonnie Miller is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Schuylkill Haven, PA, with 23 years of industry experience. Bonnie 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
Schuylkill Haven, PA
Get directionsHistory
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
Bonnie operates Tobash Financial Solutions, LLC as a DBA for her LPL business, dedicating nearly full-time hours. She also participates in research interviews for McDougald Research for minimal time and is a financial advisor for Nationwide Life Insurance Company for a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
M&t Securities, INC.Broker
State Registrations1 state
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.