Bonnie
Belskis
Confluence Investment Management LLC
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About this Advisor
Bonnie Belskis is a financial advisor operating in Naperville, Illinois who has 5 years of industry experience. Belskis currently works for Confluence Investment Management LLC. Throughout their career, Belskis has worked at First Trust Portfolios L.P and Confluence Investment Management LLC. Belskis holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Confluence Investment Management LLC is a registered investment company operating out of Saint Louis, MO. It has offices in three locations and a total of 47 financial advisors. It handles $7 billion in total assets between its 17,616 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 126 charitable organizations. Of its 17,616 client accounts, just 5% belong to high-net-worth clients who have more than $1 million in investable assets. Confluence Investment Management LLC offers a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees for financial advisory services typically vary depending on the financial services provided. Fee types billed by Confluence Investment Management LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Confluence Investment Management LLC Brokerage Details
$6,928,892,883
47
17,616
$393,330
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Bonnie Belskis Work History
Bonnie has been registered as a financial advisor for 5 years.*
Confluence Investment Management LLC
First Trust Portfolios L.P
*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 Bonnie Belskis 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 Confluence Investment Management LLC
Solana Beach, CA
Naperville, IL
Saint Louis, MO
Fuquay-Varina, NC
Winnetka, IL
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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