Daniel
Bonkoski
Denver Wealth Management, Inc
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About this Advisor
Daniel Bonkoski is a financial advisor who works out of Englewood, Colorado, with 4 years of industry experience. Bonkoski currently works for Denver Wealth Management, Inc. Throughout their career, they have worked at Charles Schwab & Co., Inc, Colorado Financial Service Corportion, Trust Company Of America, Denver Wealth Management, Inc and Lpl Financial, LLC. Bonkoski has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. Denver Wealth Management, Inc is an advisory company that has its headquarters in Englewood, CO. It has offices in four locations and a total of 16 people on staff. It manages $309 million in assets across its 2,055 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 2,055 client accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Denver Wealth Management, Inc can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Denver Wealth Management, Inc Brokerage Details
$309,310,113
16
2,055
$150,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Bonkoski Work History
Daniel has been registered as a financial advisor for 4 years.*
Denver Wealth Management, Inc
Lpl Financial, LLC
Colorado Financial Service Corportion
Trust Company Of America
Charles Schwab & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Bonkoski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Denver Wealth Management, Inc
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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