Advisor at Confluence Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Confluence Investment Management LLC
Location
Naperville, IL
Credentials
Series 63, Series 65
Industry experience
31 years
Bonnie Belskis is a financial advisor at Confluence Investment Management LLC with over 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Confluence since 2018, following a nine-year tenure at First Trust Portfolios L.P. Confluence Investment Management LLC provides portfolio management services to individuals—including high-net-worth clients—and a variety of institutional and intermediary clients. The firm employs a team-based investment process combining fundamental equity analysis with macro and cyclical perspectives, managing approximately $12.7 billion in assets through separately managed accounts, model portfolios, and wrap programs.
Based on Confluence Investment Management LLC
Based on Confluence Investment Management LLC
$0 - $500,000: 0.60% to 1.00% annually (varies by strategy; e.g., AllCap Value 0.60%, SmallCap Value 1.00%) for Advisor Based accounts $500,000 - $1,000,000: 0.55% to 0.90% annually (varies by strategy) for Advisor Based accounts $1,000,000+: 0.50% to 0.75% annually (varies by strategy) for Advisor Based accounts $0 - $10,000,000: 0.75% to 1.00% annually (varies by strategy) for Institutional accounts $10,000,000 - $50,000,000: 0.38% to 0.60% annually (varies by strategy) for Institutional accounts $50,000,000+: 0.28% to 0.75% annually (varies by strategy) for Institutional accounts
Account minimum: $100,000 for Advisor Based accounts (with exceptions: $200,000 for Balanced accounts and $50,000 for Asset Allocation strategies), $5,000,000 for Institutional accounts Fee-only: Annual fees ranging from 0% to 1.00% of account assets for Direct Accounts.
Naperville, IL
Illinois
Confluence Investment Management LLC
2018 - Present (8 years)
Unemployed
2017 - 2017 (1 year)
First Trust Portfolios L.P.
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Hinsdale, IL
Doncaster Wealth LLC
CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
CFP®
Glen Ellyn, IL
4D Financial Advisors, LLC
CFP®
Wheaton, IL
Lamke Financial LLC
CFP®
Naperville, IL
Heritage Drive Wealth Management LLC
Series 63, Series 65
Oak Brook, IL
Karstens Wealth
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")