Gregory
Bonzagni

Spc

CRD#2790251
Investment Advisor
in West Des Moines, IA
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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

Series 63, Series 65

Years of Experience

11 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

4546 Corporate Drive Suite 100
West Des Moines, IA 50266

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Spc Brokerage Details

Total Assets Under Management

$3,598,547,384

IA Average: $943,424,332
Total Number of Employees

729

IA Average: 21
Total Number of Accounts

23,132

IA Average: 1,586
Average Account Size

$155,566

IA Average: $594,845

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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
  • Other

Gregory Bonzagni Work History

Gregory has 11 years of experience.

2013 - Present (6 years)

Spc

2011 - Present (8 years)

Sammons Financial Network

2011 - 2011 (< 1 year)

Princor Financial Services Corporation

2007 - 2010 (3 years)

Ing

2007 - 2010 (3 years)

Directed Services LLC

Disclosures

Gregory Bonzagni has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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