Mark Bonady

Mark Bonady

Chartered Financial Consultant (ChFC) & Chartered Life Underwriter (CLU)

Phone: (262) 542-5200 extension 211
Fax: (262) 446-0452
E-mail:


PROFESSIONAL SPECIALTY:
  • Business Continuation Planning
  • Estate Analysis.
  • Business & Personal Life Insurance.
  • Personal Financial Planning
QUALIFICATIONS:
  • Doctor of Law, University of Wisconsin.
  • B.S. (Business), University of Wisconsin.
  • Chartered Life Underwriter (CLU), American College.
  • Chartered Financial Consultant (ChFC), American College.
  • Waukesha Estate Council.
  • Investment Advisor Representative (Financial Solutions, LLC.)

COMMUNITY ACTIVITIES:

  • Past Secretary and Board Member - American Heart Association Wisconsin Affiliate.
  • Board Member - International Institute of Wisconsin.
  • Past President and Board Member - Milwaukee Mental Health Consultants.
  • Past Board Member - United Way of Greater Milwaukee, Inc.
  • Past Trustee - United Cerebral Palsy Foundation of Southeastern Wisconsin, Inc.
  • Past President - University of Wisconsin Law School Alumni Association

PERSONAL:

  • Born, Racine, Wisconsin, 1944 - married, daughter, resident of Hartland, Wisconsin.
  • Military Service - U.S. Navy Reserve Officer 1967-1969