Bonnie Jean Bakalar

27 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Sepio Capital, LP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

266 clients

Average Client Portfolio

$16.8M average

Assets Under Management

$4.5B

Fee Structure

Financial Planning:Included in AUM fee

Location

2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT, 84121

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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

Sepio Capital, LP

May 2017 - Present · 8 yrs 9 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

June 2005 - April 2017 · 11 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

June 2005 - April 2017 · 11 yrs 10 mos

Banc of America Investment Services, INC.Broker

December 2003 - February 2004 · 2 mos

UBS Financial Services INC.

July 2001 - August 2003 · 2 yrs 1 mo

UBS Financial Services INC.Broker

July 2001 - August 2003 · 2 yrs 1 mo

J.P. Morgan Securities INC.Broker

February 2000 - June 2001 · 1 yr 4 mos

Hambrecht & Quist LLCBroker

May 1999 - February 2000 · 9 mos

Bt Alex. Brown IncorporatedBroker

September 1997 - May 1999 · 1 yr 8 mos

Alex. Brown & Sons IncorporatedBroker

December 1996 - September 1997 · 9 mos

Prudential Securities IncorporatedBroker

October 1996 - November 1996 · 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.