Milo Bonell
Financial advisor at Imber Financial Group, LLC · Ann Arbor, MI
Last updated 2026-10-10
Claim your profileMilo Bonell is a financial advisor at Imber Financial Group, LLC in Ann Arbor, MI, CRD 7640699. Licenses and exams on the registration: Series 63. IAPD registration began 2026-08-25.
Registration
- CRD number
- 7640699
- Registration status
- Active
- IAPD registration
- 2026-08-25
- Industry Experience
- 0 years
- Work Experience
- 14 years
- States registered
- MI, TX
Licenses and exams
- Series 63
Designations
- CFP®
Work history
- 2022-09 to 2026-08 · J.P. Morgan Securities LLC · Ann Arbor, MI
- 2020-08 to 2026-08 · Jpmorgan Chase Bank (mi) · Ann Arbor, MI
- 2018-01 to 2020-01 · Weyauwega · Waukesha, WI
- 2019-09 to 2022-08 · Sett Pubb · Madison, WI
- 2019-06 to 2019-08 · Girl Scouts of Wisconsin Southeast · Waukesha, WI
- 2020-04 to 2020-08 · Clean Power LLC · Milwaukee, WI
- 2012-09 to 2017-12 · Unemployed · Waukesha, WI
- 2019-01 to 2020-01 · University of Wisconsin - Madison · Madison, WI
- 2026-08 to Present · Imber Wealth Advisors, LLC · Ann Arbor, MI
- 2026-08 to Present · Imber Financial Group, LLC · Ann Arbor, MI
Current employment
- Imber Financial Group, LLC · Ann Arbor, MI
Imber Financial Group, LLC
- Regulatory AUM
- $106,038,540
- Registered advisors
- 4
- Offices
- 1
- Average AUM per client
- $530.2K (Low)
- High-net-worth client ratio
- 12.0% (Low)
Imber Financial Group, LLC: advisors, services and reported ETF investments
About
Milo Bonell is a CFP® financial advisor at Imber Financial Group, LLC in Ann Arbor, MI. Reported securities licenses include Series 63. The latest record indicates less than 1 year of industry experience and 14 years of reported work history.
Imber Financial Group, LLC's firm-level Form ADV reports 4 advisors across 1 offices; approximately 50.0 clients per advisor, average assets per client of $530,193, and regulatory AUM of $106M; client categories including Individuals (non-HNW) and High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Selection of Other Advisers.
What this firm offers
Filed by Imber Financial Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Company or Agency
Location
955 W Eisenhower Cir, Ann Arbor, MI 48103
4 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Milo Bonell?
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