Kamerynn Alisa Bonn
Investment adviser representative at Saltbox Financial LLC
10 yearsExperience
2 statesRegistered in
$104.6MFirm assets
Under 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Saltbox Financial LLCDec 2024 to now
- Cetera Investment Advisers LLCJun 2023 to Nov 2024
- Cetera Advisor Networks LLCApr 2021 to Nov 2024
- Matt Logan Inc.Apr 2021 to Nov 2024
- Semmax Financial GroupAug 2019 to Mar 2021
- Quanto Basta Italian Eatery and Wine BarMay 2018 to Aug 2019
- Carrabba's Italian GrillAug 2017 to May 2018
- A Child's World Learning CenterMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, NC).
Saltbox Financial LLC
$104.6MAssets managed
50Clients
5Advisers
Under 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
- 7358790
- Firm CRD
- 130882