Daniel Michael Bonkoski
Investment adviser representative at Advisornet Wealth Partners
11 yearsExperience
1 stateRegistered in
$3.1BFirm assets
14 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 feeOther
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
11 years in the industry.
- Advisornet Wealth PartnersJun 2023 to now
- Cetera Wealth Services, LLCJun 2023 to now
- Financial Consultants of Rapid CityJun 2023 to now
- Jr's HomesteadMay 2023 to Aug 2023
- LPL Financial, LLCAug 2015 to Jun 2023
- Denver Wealth Management, Inc.Jul 2015 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (SD).
Advisornet Wealth Partners
Legal name: Advisornet Financial, Inc.
$3.1BAssets managed
3,514Clients
58Advisers
14 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
- 5217540
- Firm CRD
- 113074