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Daniel Bonkoski

Advisornet Wealth Partners
15 Years of Experience
Rapid City, SD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Daniel Bonkoski is a registered investment advisor at Advisornet Wealth Partners, based in Rapid City, SD, with 15 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 3,514 clients with $3.1B in assets under management.

Advisornet Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,514 clients
Average Client Portfolio
$896K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.20%

Fees are non-negotiable and based on a fixed percentage of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1830 W Fulton Street, Suite 100, Rapid City, SD, 57702

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Daniel is an investment advisor representative at AdvisorNet Wealth Partners and a financial consultant at Financial Consultants of Rapid City, dedicating full-time hours to these roles. He also works as an insurance agent selling fixed insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Advisornet Wealth Partners
August 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Denver Wealth Management, INC.
April 2019 - June 2023 · 4 yrs 2 mos
LPL Financial LLCBroker
August 2015 - June 2023 · 7 yrs 10 mos
Colorado Financial Service CorporationBroker
March 2015 - August 2015 · 5 mos
Charles Schwab & CO., INC.Broker
December 2008 - May 2013 · 4 yrs 5 mos
State Registrations1 state
SD
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.
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