Career
Bonnie Tomczak has been Chair & Director of the Board of Mason Street Advisors since November 2021. Bonnie Tomczak is a control person of the firm and directly owns under 5% of it.
Mason Street Advisors, LLC is a Milwaukee, WI firm with $39.1B under management, 2 clients and 13 advisers in one office, as of its March 2026 filing.
No adviser firm registrations are on Bonnie Tomczak’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 10 December 2022 |
| Series 7TO | General Securities Representative Examination | 20 August 2022 |
| SIE | Securities Industry Essentials Examination | 13 May 2022 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
Individual record
- Full name
- Bonnie Lynn Tomczak
- CRD
- 2966038
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Bonnie Tomczak work?
Bonnie Tomczak has been Chair & Director of the Board of Mason Street Advisors, LLC since November 2021, and is a control person of the firm.
Does Bonnie Tomczak have a current investment-adviser registration?
Bonnie Tomczak has a current broker registration and no current investment-adviser registration.
What exams has Bonnie Tomczak passed?
Bonnie Tomczak has passed 3 licensing exams: the SIE, Series 7TO and Series 24. The earliest, the SIE, was passed in May 2022.