Nicholas Bonn
Nicholas Bonn is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Northville, MI, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
224 S. Main Street, Northville, MI, 48167
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas is the sole owner of Bonn Capital, Inc., an S Corp, dedicating minimal time to it. He is also an officer and president of Center Street Wealth Strategies, spending about 10-20% of his time there, and a partner in CSWS Realty LLC, managing the building where his practice is located, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Foresters Equity Services, INC.Broker
State Registrations27 states
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