BS
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Bonita Hwang Schnurr

29 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
6,720 clients
Average Client Portfolio
$302K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$25K
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Location

208 S. Dodge St., Algona, IA, 50511

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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 Activities

Bonita is an investment representative at Prism Wealth Advisors, LLC, focusing on investments, retirement planning, college savings, and wealth accumulation. She is also a board member of the North Iowa Volleyball Association, setting rules and regulations for club teams, dedicating about 10-20% of her time to this activity.

Employment History
Current Registrations
Bfc Planning, INC.
March 2018 - Present · 7 yrs 11 mos
Berthel, Fisher & Company Financial Services, INC.Broker
September 2001 - Present · 24 yrs 5 mos
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
July 1995 - December 2000 · 5 yrs 5 mos
State Registrations26 states
ALARAZCACOFLIAIDILKSKYLAMIMNMOMSNDNEOHOKSCSDTXUTVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bonita Hwang Schnurr - Financial Advisor | TrueAdvisor