Bonnie Rice has been Member/Chief Compliance Officer of The Rice Partnership since February 2008, is a control person of the firm and directly owns 75% or more of it. Bonnie Rice studied at Texas Tech University and National Trust School at Northwestern University.
The Rice Partnership, LLC is a Honolulu, HI firm with $985M under management, 442 clients and 10 advisers across 4 offices, as of its April 2026 filing.
Bonnie Rice is Principal, Chief Compliance Officer and Director of Client Services of The Rice Partnership. She spent over 14 years servicing institutional and private investment clients at Bishop Street Capital Management, BancWest Corporation and BNP Paribas, as Vice President and Senior Investment Officer.
Bonnie Rice’s longest registration is the current one, 15 years at The Rice Partnership since 2011.
- Wealthjar Investment Advisory, LLCAlso current– present · 6 yearsHonolulu, HI · Adviser representative · Firm CRD 288484
- The Rice Partnership, LLCCurrent– present · 15 yearsHonolulu, HI · Adviser representative · Firm CRD 135701
Professional designations
Listed by The Rice Partnership
- Certified Trust and Fiduciary Advisor (CTFA)
- Chartered Financial Consultant (ChFC)
Investment adviser representative registrations
Bonnie Rice is registered as an investment adviser representative in 2 states. The first approvals date from March 2011; the most recent is Texas, in April 2021.
- HawaiiSince 7 March 2011
- TexasSince 21 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 31 May 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 May 2000 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bonnie Flower Rice
- CRD
- 1418208
- Firm
- The Rice Partnership · CRD 135701
- Role
- Member/Chief Compliance Officer
- Office
- 1099 ALAKEA STREET, SUITE 2510, Honolulu, HI 96813
- Registration
- Investment adviser registration
- In the industry since
- February 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thericepartnership.com
Where does Bonnie Rice work?
Bonnie Rice has been Member/Chief Compliance Officer of The Rice Partnership, LLC since February 2008, and is a control person of the firm.
Is Bonnie Rice a financial advisor?
Yes. Bonnie Rice has a current investment-adviser registration in Hawaii and Texas, through The Rice Partnership since March 2011.
How many years of experience does Bonnie Rice have?
Bonnie Rice has 20 years in the financial industry, since February 2006, across 2 adviser firms.
What exams has Bonnie Rice passed?
Bonnie Rice has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in May 2000.
Where did Bonnie Rice work before The Rice Partnership?
Before The Rice Partnership, Bonnie Rice was registered through East West Wealth Management, LLC, December 2005 to December 2010.
Where is Bonnie Rice based?
Bonnie Rice’s registered office is in Honolulu, HI.
Is Bonnie Rice registered with FINRA?
No. Bonnie Rice has no current broker registration.
How can I verify Bonnie Rice’s record?
Search CRD 1418208 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bonnie Rice’s full registration record.
Orest SaikevychChief Investment Officer
Sarah BredhoffPartner- Lia YoungOperations Manager, Senior Client Service Administrator
Ashley WilkenSenior Wealth Manager, Portfolio Manager