Lonny Bohling
Lonny Bohling is a registered investment advisor at Osaic Wealth, INC., based in Ralston, NE, with 29 years of industry experience. Lonny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5370 South 72nd Street, Ralston, NE, 68127
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 1998Other Business ActivitiesSells Insurance
Lonny is the President/Owner of Investment Managers, Inc., where he handles corporate returns and accounting, and also operates as a sole Registered Representative for his securities and fixed insurance business, dedicating significantly more than full-time hours to the latter. He also serves as a trustee for his mother's trust, managing her rental property with minimal time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Securities America, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Lm Financial Partners, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.