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Bond Bell

21 Years of Experience
Ft Wayne, IN
BrokerSells Insurance

Bond Bell is a registered investment advisor at Cetera Investment Advisers LLC, based in Ft Wayne, IN, with 21 years of industry experience. Bond 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Ft Wayne, IN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Bond is the owner of Bell Asset Management LLC, a financial services company, since 2006. The entity is used as a DBA for receiving commissions for insurance and securities sales, taking nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2011 - June 2021 · 10 yrs 5 mos
Ing Financial Partners, INC
October 2006 - December 2010 · 4 yrs 2 mos
Voya Financial Advisors, INC.Broker
July 2006 - June 2021 · 14 yrs 11 mos
Scott & Stringfellow, INC.
January 2005 - August 2006 · 1 yr 7 mos
Scott & Stringfellow, INC.Broker
December 2004 - August 2006 · 1 yr 8 mos
State Registrations14 states
AZCACOILINMDMNNCNVNYOHTXVAWA
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.