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Our financial advice team


Bonnie Schultz, Financial Advisor serving the Chicago, IL area - Ameriprise Advisors

Bonnie Schultz

Financial Advisor

Managing Director
Definitive Wealth
45
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 3 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Small Business

Qualifications

  • FINRA Series 7, 63 & 65 State of Illinois Insurance License

Awards & recognition

  • Definitive Wealth, Ameriprise Client Experience Award, 2020-2023

Previous experience

  • Vice President, Morgan Stanley, Chicago, IL, 2008-2017
  • Sr. Vice President, UBS, Chicago, IL, 2004-2008

Community participation

Bodhi Spiritual Center

Am Yisrael Synagogue

Interests

Spending time with family and making a positive impact in my community.