Bonnie Beth Belskis

Confluence Investment Management LLC

31 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Confluence Investment Management LLC

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

16,135 clients

Average Client Portfolio

$449K average

Assets Under Management

$7.3B

Fee Structure

Financial Planning:Investment management only

Location

Naperville, IL

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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.

Employment History

Current Registrations

Confluence Investment Management LLC

January 2018 - Present · 8 yrs 1 mo

Previous Registrations

First Trust Advisors LP

September 2011 - August 2017 · 5 yrs 11 mos

First Trust Portfolios L.P.Broker

April 2008 - August 2017 · 9 yrs 4 mos

Calamos Financial Services LLCBroker

November 2002 - July 2006 · 3 yrs 8 mos

Calamos Advisors LLC

November 2002 - July 2006 · 3 yrs 8 mos

Harris Investor Services LLCBroker

May 2002 - September 2002 · 4 mos

Harris Investor Services LLC

November 2001 - September 2002 · 10 mos

Harris Investorline INC.Broker

August 2001 - May 2002 · 9 mos

John Nuveen & CO., IncorporatedBroker

January 1994 - June 2000 · 6 yrs 5 mos

Gna Securities, INC.Broker

November 1991 - July 1993 · 1 yr 8 mos

Linsco/private Ledger CORP.Broker

March 1991 - January 1992 · 10 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

November 1988 - April 1989 · 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.