Chair & Director of the Board · Mason Street Advisors, LLC
Bonnie Lynn Tomczak
CRD 2966038 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Mason Street Advisors, LLC, an SEC-registered asset manager based in Milwaukee, WI with $39.1 billion in regulatory assets, lists Bonnie Lynn Tomczak on its Form ADV as Chair & Director of the Board, a control person. The SEC filings also name Bonnie at 1 other registered adviser.
Firms and roles
- Mason Street Advisors, LLCChair & Director of the BoardAsset manager · Milwaukee, WI · $39B in regulatory assets
- Northwestern Mutual Investment Services,llcVice President - WealthBroker-dealer firm · Milwaukee, WI · $0M in regulatory assets
AtlasMembers
Bonnie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (12)
- Brent G. SchutteChief Investment Officer & Director, Mason Street Advisors, LLC
- Andrew J. HeistadTreasurer, Mason Street Advisors, LLC
- Paul A. MikelsonPresident & Director, Mason Street Advisors, LLC
- Matthew E. GabrysChief Compliance Officer, Mason Street Advisors, LLC
- Lynn P. LeritzDirector, Mason Street Advisors, LLC
7 more people named with Bonnie on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bonnie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.