Compliance

 

FORM CRS – CLIENT RELATIONSHIP SUMMARY

 

Bonnie Wusz & Associates, Inc., dba BW & Associates, (“BWA”, “Firm”, “we”, “our”, or “us”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”). Fees for brokerage and investment advisory services differ and it is important for you to understand the difference. Free and simple tools are available to research firms and financial professionals at www.Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Click here to download the complete CRS form. 

 

We're licensed to sell securities in the following states:

 

AR, AZ, CA, CO, DC, FL, GA, HI, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA