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Mark Alan Bonnett

Investment adviser representative at Corepath Wealth Partners LLC
28 yearsExperience
2 statesRegistered in
$261.2MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

28 years in the industry.

  1. Corepath Insurance Services, LLCJan 2019 to now
  2. Corepath Risk Solutions, LLCJan 2019 to now
  3. Corepath Wealth Partners LLCJan 2019 to now
  4. Black GouldMay 2004 to now
  5. Bonnett Investment Group, LLCJan 2004 to now
  6. Bonnett Real Estate GroupJan 2004 to now
  7. Minnesota Life Insurance CompanyMay 1998 to now
  8. C.R.I. Securities, Inc.Jun 1998 to Jan 2019
  9. Securian Financial Services, Inc.Jun 1998 to Jan 2019
  10. North Star Consultants, Inc & North Star BrokerageMay 1998 to Jan 2019

Exams passed

  • Series 66 · Uniform Combined State Law1998

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Corepath Wealth Partners LLC

$261.2MAssets managed
230Clients
3Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3069882
Firm CRD
299951
Advisor's SEC record (opens in a new tab)
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