Bonnie
Luternow

Spc

CRD#4578330
Investment Advisor
in Clarkston, MI

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About this Advisor

Bonnie Luternow is a certified financial planner who is based out of Clarkston, Michigan. Currently an investment advisor with Spc, they have gathered 10 years of professional experience as a registered investment advisor. Luternow maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Luternow is registered to operate in Illinois, Michigan and Nebraska. The advisor has gained experience at Sigma Financial Corporation and Sigma Planning Corporation. Spc is located in Clarkston, Michigan, and has 464 offices throughout the United States. In aggregate, Spc manages $5 billion in assets throughout 25,865 client accounts and employs more than 705 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 25,860 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Spc can offer 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 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

$4,557,672,608

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

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

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 10 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

Caleb Thompson
Ann Arbor, MI
Rolf White
Burnsville, MN
Kyle Glaab
New Boston, MI
Robert Wilber
Elyria, OH
Eric Salvio
Costa Mesa, CA
Matthew Stewart
Ann Arbor, MI
Craig Freund
Lisle, IL
Jeremy Fortin
Englewood, CO

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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