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professional profile

Bonnie Sue Wusz, CFP

AgentRRIAR CA CRD 1141949 Last verified October 2026

Overview

Bonnie Sue Wusz is an insurance agent, a registered representative and an investment adviser representative based in CA, with 43 years in the industry.

Years in the industry
43
States licensed
12
States registered
29
Carrier appointments
33

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

  • Licensed in 12 states
  • Registered in 29 states
  • Broker
  • Life Agent Individual
  • Producer
  • Series 24
  • Series 3
  • Series 4
  • Series 63
  • Series 65
  • Series 7
  • SIE

3 lines of authority, with every state and its dates

Firms

Employment history since 1983

Carriers

33 active carrier appointments

Book and practice

Firm assets under management on file

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