BC
BC

Bonnie Sue Clark

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
3,220 clients
Average Client Portfolio
$68K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:None
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Location

4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126

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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

Bonnie owns Kratos Wealth Management, providing retirement planning and investment advisory services, and Kratos Financial Solutions, LLC, offering insurance services. She also mentors local small businesses through SCORE and serves as secretary for Christian Business Partners, spending minimal time on the latter.

Employment History
Current Registrations
Gradient Advisors, LLC
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Gebhardt Group, INC
April 2016 - December 2016 · 8 mos
State Registrations2 states
AZCA
Advisor
Exams
No exam information available for this advisor.
Bonnie Sue Clark - Financial Advisor | TrueAdvisor