David Bonnes
Financial Representative at Country financial | Kenosha, Wisconsin, United States
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David Bonnes currently serves as a Financial Representative at Country Financial, where he leverages his extensive expertise in financial planning, insurance solutions, and investment strategies to help clients achieve their long-term financial security. In this role, David specializes in developing comprehensive financial plans that incorporate a wide array of products such as fixed annuities, IRAs, and whole life insurance, ensuring tailored solutions that align with each client’s unique retirement and wealth management goals. His deep understanding of portfolio management and bonds allows him to craft investment strategies that optimize growth while managing risk, providing clients with confidence and clarity in their financial journey.
Throughout his career, David has demonstrated a proven ability to generate new business and foster lasting client relationships. His experience as a Senior Executive and Regional VP has equipped him with the skills to develop innovative marketing strategies and training programs, which he has successfully implemented across diverse organizational settings, from small offices to Fortune 100 firms. As a top producer in the Great Lakes South Territory, he has consistently exceeded targets, securing over 100 new household accounts within his first two years—highlighting his talent for sales, prospecting, and client acquisition.
At Country Financial, David’s expertise extends to coaching insurance and financial specialists, empowering them to enhance client confidence and increase sales through both wholesale and retail channels. His proficiency in FINRA regulations, combined with his strong background in retirement planning, investment strategies, and bonds, positions him as a trusted advisor dedicated to guiding clients through complex financial decisions with integrity and professionalism.
Financial Representative at Country financial in November 2010 to Present
Financial Sales consultant at Allstate Insurance in January 2009 to April 2010
Regional Vice President (External Wholesaler) at Prudential Financial in September 2005 to February 2009
Private Financial Advisor at SunTrust Investment Services in May 2004 to August 2005
Investment Representative at Edward Jones in April 2003 to May 2004
Investment Specialist at Charles Schwab in January 2001 to January 2003
Midwest Regional Sales Manager at H&R BLOCK in January 2000 to January 2001
Investment Counselor/Sales Manager at Fisher Investments in January 1999 to January 2000
Sales Manager/Regiostered Representative at Fidelity Investments in January 1993 to January 1999
Financial Advisor at Fidelity in January 1993 to January 1999
Sergeant at United States Marine Corps in August 1975 to August 1979
Sergeant at United States Marine Corps in August 1975 to August 1979
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University of Phoenix, August 2026
The University of Texas at Dallas, BS, August 1981 to August 1984
University of Phoenix
University of Phoenix, MS
The University of Texas at Dallas, BS
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Investments
Retirement Planning
Fixed Annuities
Series 63
Life Insurance
Series 6
Insurance
Mutual Funds
Financial Services
Sales
Property & Casualty Insurance
Term Life Insurance
Strategic Financial Planning
Retirement
Disability Insurance
Leadership
Estate Planning
Long-term Care
Variable Annuities
Sales Operations
Portfolio Management
Financial Advisory
Financial Planners
Investment Strategies
401k
IRAs
Series 7
Long Term Care Insurance
Bonds
Whole Life
Universal Life
Health Insurance
FINRA
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Discover more about Country financialWhat is David Bonnes email address?
Email David Bonnes at [email protected] and [email protected]. This email is the most updated David Bonnes's email found in 2026.
What is David Bonnes phone number?
David Bonnes phone number is 7154394093 and 2629609757.
How to contact David Bonnes?
To contact David Bonnes send an email to [email protected] or [email protected]. If you want to call David Bonnes try calling on 7154394093 and 2629609757. (updated on May 20, 2025)
What company does David Bonnes work for?
David Bonnes works for Country financial
What is David Bonnes's role at Country financial?
David Bonnes is Financial Representative
What industry does David Bonnes work in?
David Bonnes works in the Financial Services industry.
David Bonnes Email Addresses
David Bonnes Phone Numbers
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