Bonnie
Luternow

Spc

CRD#4578330
Investment Advisor
in Clarkston, MI

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About this Advisor

Bonnie Luternow is a certified financial planner working out of Clarkston, Michigan, who has 12 years in the industry. Luternow is an employee of Spc. Over the course of their career, Luternow has held roles at Sigma Financial Corporation and Sigma Planning Corporation. Luternow maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois, Michigan and Nebraska. Spc is an advisory business operating in Clarkston, Michigan. The investment advisory business has offices in 453 locations and a total of 628 people on staff. It has $7 billion in total assets among its 36,841 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 22 charities and foundations. Of its 36,841 customer accounts, just 6% are held by high-net-worth investors who have at least $1 million in assets available to invest. Spc provides a diverse array of services, such as 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. Fees for financial advice largely vary depending on which services are provided. However, fees billed by Spc most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 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

Yes

Office Location

9716 Forest Rodge
Clarkston, MI 48348

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Spc Brokerage Details

Total Assets Under Management

$6,859,365,285

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

628

MI Average: 21
Total Number of Accounts

36,841

MI Average: 1,586
Average Account Size

$186,188

MI 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

Bonnie Luternow Work History

Bonnie has 12 years of experience.

2010 - Present (12 years)

Sigma Financial Corporation

2010 - Present (12 years)

Sigma Planning Corporation

Disclosures

Bonnie Luternow has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Scott Carlson
Noblesville, IN
Steven Kao
Austin, TX
Robert Lang
Lisle, IL
Zachary Clark
Tecumseh, MI
Sean Gray
Colorado Springs, CO
Paul Wallin
San Antonio, TX
Charles Milliken
Ann Arbor, MI
Brett Blair
Wylie, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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