Mark
Bonhard

Cirrus Wealth Management

CRD#2209747
Investment Advisor
in Independence, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Bonhard is a chartered financial consultant based in Independence, Ohio who has 7 years of relevant experience. Bonhard is on the advisory team at Cirrus Wealth Management. Over the course of their career, they have held roles at Royal Alliances Associates Dba Cirrus Wealth Management, LLC, Rehmann Financial Dba Cirrus Wealth Management, LLC, Cirrus Wealth Management, Rehmann Financial, Royal Alliance Associates and Triad Advisors LLC. Bonhard has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in Ohio. Cirrus Wealth Management is an advisory firm headquartered in Independence, OH. The company has offices in two locations and a total of 12 advisors. It handles $298 million in assets among its 717 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to three charities and foundations. Of its 717 customer accounts, 20% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services are offered. However, fees charged by Cirrus Wealth Management may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

7 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6060 Rockside Woods Blvd Suite 141
Independence, OH 44131

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cirrus Wealth Management Brokerage Details

Total Assets Under Management

$298,349,000

OH Average: $2,106,341,625
Total Number of Employees

12

OH Average: 34
Total Number of Accounts

717

OH Average: 1,972
Average Account Size

$416,107

OH Average: $1,068,125

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

Mark Bonhard Work History

Mark has been registered as a financial advisor for 7 years.*

2018 - Present (6 years)

Triad Advisors LLC

2016 - Present (8 years)

Cirrus Wealth Management

2015 - 2018 (3 years)

Royal Alliances Associates Dba Cirrus Wealth Management, LLC

2015 - 2016 (1 year)

Rehmann Financial Dba Cirrus Wealth Management, LLC

2010 - 2015 (5 years)

Rehmann Financial

2010 - 2015 (5 years)

Royal Alliance Associates

*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 Mark Bonhard 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 Cirrus Wealth Management

Donald Svenson
Independence, OH
Laura Sternheimer
Independence, OH
Christopher Peck
Independence, OH
Joseph Heider
Independence, OH
Mark Bonhard
Independence, OH
Ryan Heider
Independence, OH
Maddalena Parks
Independence, OH
Derek Kriebel
Independence, OH

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.

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. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started