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About this Advisor
Gregory Bonzagni is an investment advisor located in West Des Moines, Iowa. Currently a registered financial advisor with Spc, they have accumulated 11 years of professional experience as an investment advisor. Bonzagni has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Bonzagni is registered to advise clients based out of Iowa. During their career, the advisor has held roles at Ing, Directed Services LLC, Princor Financial Services Corporation, Sammons Financial Network and Spc. Spc is based out of West Des Moines, Iowa, and has 363 other brick-and-mortar locations across the country. As a company, Spc oversees $3 billion in assets throughout 21,505 client accounts and employs more than 714 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 21,499 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Spc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gregory Bonzagni Work History
Gregory has 11 years of experience.
Sammons Financial Network
Princor Financial Services Corporation
Directed Services LLC
Gregory Bonzagni has no disclosures.
Please visit their SEC profile for more details.
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