William Francis Bonk
Investment adviser representative at Ibn Advisory Services, Inc.
23 yearsExperience
1 stateRegistered in
$69.8MFirm assets
8 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Ibn Advisory Services, Inc.Apr 2025 to now
- Ibn Financial Services, Inc.Oct 2024 to now
- Trust Advisory Group LtdJan 2021 to now
- Bill Bonk Insurance MarketingJul 2015 to now
- Ages Financial Services, LtdJan 2021 to Sep 2024
- The Leaders Group, Inc.Jan 2003 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NH).
Ibn Advisory Services, Inc.
$69.8MAssets managed
197Clients
7Advisers
8 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
- 4113547
- Firm CRD
- 293288