GB
GB

Gregory Scott Bonzelaar

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

Minimum Investment:$2.5K
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Location

Graham, TX

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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

Gregory sells non-variable insurance products and provides accounting and tax preparation services to family and friends. Both activities take a few hours per week.

Employment History
Current Registrations
American Independent Securities Group, LLCBroker
December 2014 - Present · 11 yrs 2 mos
American Independent Securities Group, LLC
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
Oneamerica Securities, INC.Broker
May 2011 - December 2014 · 3 yrs 7 mos
Oneamerica Securities, INC.
May 2011 - December 2014 · 3 yrs 7 mos
MML Investors Services, LLC
April 2008 - May 2011 · 3 yrs 1 mo
MML Investors Services, LLCBroker
April 2008 - May 2011 · 3 yrs 1 mo
AXA Advisors, LLC
June 2007 - April 2008 · 10 mos
AXA Advisors, LLCBroker
June 2007 - April 2008 · 10 mos
Gunnallen Financial, INCBroker
February 2005 - June 2007 · 2 yrs 4 mos
Gunnallen Financial, INC
February 2005 - June 2007 · 2 yrs 4 mos
Securities America, INC.Broker
January 2005 - February 2005 · 1 mo
Royal Alliance Associates, INC.Broker
August 2004 - January 2005 · 5 mos
High Mark Securities, INC.Broker
February 2003 - August 2004 · 1 yr 6 mos
H.D. Vest Advisory Services, INC
March 2000 - March 2003 · 3 yrs
H.D. Vest Investment ServicesBroker
October 1993 - March 2003 · 9 yrs 5 mos
State Registrations7 states
FLMIMNMTNMORTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.