Bonita Kay Bell-andersen
Investment adviser representative at Tencap Wealth Coaching
26 yearsExperience
2 statesRegistered in
ChFC®Designation
$285MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Tencap Wealth Coaching, LLCFeb 2024 to now
- Bonnie Bell-andersen Sole-proprietorJan 2000 to now
- Freedom Financial Coaching, LLCJan 2021 to Jan 2024
- Triad Wealth Management, Inc.Sep 2014 to Jun 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (UT, WA).
Tencap Wealth Coaching
Legal name: Tencap Wealth Coaching, LLC
$285MAssets managed
753Clients
8Advisers
2 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
- 4353276
- Firm CRD
- 166130