Brent Robert Bonstingl
Investment adviser representative at Delaware Wealth Planners
13 yearsExperience
1 stateRegistered in
$255.6MFirm assets
1 yearFirm 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
Experience
13 years in the industry.
- Delaware Wealth PlannersJul 2021 to now
- Delaware Avenue Wealth Planners, LLCJan 2013 to now
- Penn Investment Advisors, Inc.Dec 2014 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (DE).
Delaware Wealth Planners
Legal name: Delaware Avenue Wealth Planners, LLC
$255.6MAssets managed
126Clients
3Advisers
1 yearIn 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
- 5509956
- Firm CRD
- 306818