Bruce Bonner, Cfa® Email & Phone Number

"Timeliness- doing the right thing at the right time and with the right degree of power." -John Rogers Commons I'm a graduate of Rockhurst University in Kansas City, Missouri and earned my B.S. degree while I was there. In the past I have worked as a finance investment banker, portfolio manager and investment consultant for insurance companies and commercial lenders throughout the Midwest. In 1998 I joined the All Star Financial team. At ASF I am responsible for researching mutual funds and investment products, communicating with investment vendors, and monitoring economic conditions. I keep up on the markets so you don't have to. I am currently a Chartered Financial Analyst (CFA®) and a member of the CFA Institute and the CFA Society of Minnesota. I previously held my NASD Series 7 and 63 licenses.Specialties: Chartered Financial Analyst (CFA®), Portfolio Manager, Research, Investment

Listed skills include Portfolio Management, Retirement Planning, Economics, Strategic Planning, and 10 others.

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  Portfolio Manager

  All Star Financial

  Dec 1998 - Present

  Build Wealth. Retain Wealth.As independent, fee only advisors, we achieve your goals through “SAFER GROWTH”.In order to accomplish this, we believe that “it’s not what you make- it’s how much you KEEP!” – Bob Klefsaas, Founder & President of All Star FinancialThe reason for All Star Financial is simple: you've got a life - a career, a family and a future. Success brings wealth, but managing wealth can be a job in itself - a job requiring a very different set of skills than you probably used to acquire your wealth. With your family's future security at stake, managing your investment portfolio deserves constant, expert attention.Just as you're an expert in your field, we're experts in ours. Our expertise as wealth managers includes asset management, financial planning, and tax planning and preparation. We serve a select register of clients, allowing us to offer you greater individual attention than a brokerage firm or other fee only advisors. Since 1990, the All Star team has earned a remarkable reputation as wealth managers by working hard at client service and portfolio performance. We have proven to be more than capable of providing a steady hand through turbulent times.Using our own exclusive evaluation method, we analyze your current financial situation, within the context of your dreams and aspirations, to help you determine what your financial goals should be. Then we provide the discipline, expertise and monitoring it takes to ensure those goals are met.

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  Rockhurst University