In his free time, Haralds loves spending time with his family, travelling, grilling in his backyard, and working on various home improvement projects. Some of his other passions include cycling, running, and Shotokan Karate.

 

Haralds Bondaris

Operations Manager

952-236-1755

AREAS OF EXPERIENCE

Financial Planning
Risk Management
Investments
Insurance
Retirement Planning

PROFESSIONAL MEMBERSHIPS

DSB Rock Island Wealth Management
Great Valley Advisor Group | LPL Financial

EDUCATION + CREDENTIALS

Certified Financial Planner® (CFP)
Series 66, Uniform Combined State Law Examination
Series 7, General Securities Representative Qualification Examination (GS)*
Post-secondary degrees in Finance, Business Administration, and Music Performance

 

*Held with LPL Financial

Connected, Proactive + Accessible®
Professional

Connected, Proactive + Accessible® Professional

Staff Contact

Preferred Method of Contact