Rachel Bonkowski is a registered investment advisor, based in Frankenmuth, MI, with 8 years of industry experience.
Location
Frankenmuth, MI
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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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Rachel is the Chair of Volunteers for the Frankenmuth Jaycees, a non-investment related activity. She spends minimal time organizing volunteers for fundraisers.
Employment History
Current Registrations
Invesco Distributors, INC.
October 2024 - Present · 1 yr 7 mos
Invesco Advisers, INC.
October 2024 - Present · 1 yr 7 mos
Invesco Distributors, INC.Broker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
John Hancock Investment Management LLC
April 2019 - October 2024 · 5 yrs 6 mos
John Hancock Investment Management Distributors LLCBroker
April 2019 - October 2024 · 5 yrs 6 mos
Edward Jones
August 2017 - March 2019 · 1 yr 7 mos
Edward JonesBroker
July 2017 - March 2019 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.