Ross Bonifield has been an investment adviser representative at Independent Wealth Network since September 2017, and is not listed among the firm’s executive officers or direct owners.
Independent Wealth Network, Inc. is an Urbandale, IA firm with $518M under management, 1,460 clients and 30 advisers across 20 offices, as of its March 2026 filing.
Ross Bonifield is President of Preferred Financial Group, based in Phoenix, Arizona. He has responsibility for investments and customer service and takes part in the advisory team that meets directly with clients, monitoring client accounts once financial plans are in place. He has been in the financial services industry since 1998.
Ross Bonifield’s longest registration is the current one, 9 years at Independent Wealth Network since 2017. Before joining Independent Wealth Network in 2017, Ross Bonifield was registered through Investment Advisors Corp and Centaurus Financial, Inc.
- Emerson Equity LLCAlso current– present · 2 yearsPhoenix, AZ · Adviser representative and broker · Firm CRD 130032
- – present · 9 yearsPhoenix, AZ · Adviser representative · Firm CRD 286262
- Investment Advisors Corp– · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 117531
- Centaurus Financial, Inc.– · 8 yearsPhoenix, AZ · Adviser representative · Firm CRD 30833
- Rubicon Financial Network– · under a yearTempe, AZ · Adviser representative · Firm CRD 113980
Investment adviser representative registrations
Ross Bonifield is registered as an investment adviser representative in 18 states. The first approvals date from September 2017; the most recent is Mississippi, in March 2026.
- ArizonaSince 15 September 2017
- CaliforniaSince 20 February 2018
- ColoradoSince 20 February 2018
- FloridaSince 21 March 2018
- IllinoisSince 20 February 2018
- IowaSince 22 February 2018
- KansasSince 15 January 2019
- MichiganSince 8 January 2019
- MinnesotaSince 22 February 2021
- MississippiSince 13 March 2026
- MissouriSince 6 November 2024
- NebraskaSince 20 February 2018
- North CarolinaSince 22 February 2018
- OregonSince 11 April 2018
- PennsylvaniaSince 23 January 2020
- TexasSince 19 February 2018
- WashingtonSince 14 January 2020
- WisconsinSince 22 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 November 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 2004 |
| Series 7 | General Securities Representative Examination | 8 August 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 June 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 June 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Ross Charles Bonifield
- CRD
- 3074157
- Firm
- Independent Wealth Network · CRD 286262
- Office
- 1202 E Maryland Ave Suite 1J, Phoenix, AZ 85014
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- preferredwealthmanagement.com
Where does Ross Bonifield work?
Ross Bonifield is an investment adviser representative registered through Independent Wealth Network, Inc. since September 2017, and is not listed among the firm’s executive officers or direct owners.
Is Ross Bonifield a financial advisor?
Yes. Ross Bonifield has a current investment-adviser registration in Arizona, California, Colorado, Florida, Illinois, Iowa, Kansas, Michigan, Minnesota, Mississippi, Missouri, Nebraska, North Carolina, Oregon, Pennsylvania, Texas, Washington and Wisconsin, through Independent Wealth Network since September 2017.
How many years of experience does Ross Bonifield have?
Ross Bonifield has 27 years in the financial industry, since April 1999, across 5 adviser firms.
What exams has Ross Bonifield passed?
Ross Bonifield has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in June 1998. FINRA credited Ross Bonifield with the SIE, which began in October 2018.
Where did Ross Bonifield work before Independent Wealth Network?
Before Independent Wealth Network, Ross Bonifield was registered through Centaurus Financial, Inc., March 2005 to November 2013; Rubicon Financial Network, July 2004 to March 2005.
Where is Ross Bonifield based?
Ross Bonifield’s registered office is in Phoenix, AZ.
Is Ross Bonifield registered with FINRA?
Yes. Ross Bonifield has a current broker registration, under CRD 3074157.
Source: FINRA BrokerCheck
How can I verify Ross Bonifield’s record?
Search CRD 3074157 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ross Bonifield’s full registration record.
