Eugene BontragerCRD Number: 3233384
Current Firm: Transamerica Financial Advisors, Inc.
Eugene Bontrager (CRD# 3233384) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Middlebury, IN and has over 20 years of experience in the finance industry.
Ami Investment Management Inc.
Integrated Financial Planning Solutions, LLC
Ami Investment Management Inc.
|Transamerica Financial Advisors, Inc.||Middlebury, IN||Jan 2012 - Current||8|
|Anthem Blue Cross And Blue Shield||Indianapolis, IN||Feb 2004 - Current||16|
|Bonafide, Inc.||Middlebury, IN||Jul 2003 - Current||16|
|Wfg||Middlebury, IN||Jun 2001 - Current||18|
|Golden Rule Insurance||Indianapolis, IN||Aug 2005 - Oct 2017||12|
|Cardinal Buses, Inc.(company Name Change)||Middlebury, IN||Jan 2001 - Oct 2016||15|
|Forks Mennonite Church||Middlebury, IN||Sep 2011 - Jan 2014||2|
|Investment Advisors International, Inc.||Middlebury, IN||Nov 2008 - Jan 2012||3|
|World Group Securities, Inc.||Middlebury, IN||Apr 2002 - Jan 2012||9|
|Miramar Group||Palatine, IL||Jul 2001 - Apr 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management1,016MILLIONS
Total Number of Accounts45,703ACCOUNTS
Average Account Value$22,222
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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