Lonny Bohling
Lonny Bohling is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 30 years of industry experience. Lonny is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
11205 Wright Circle, Suite 220, Omaha, NE, 68144
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 Registrations12 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.
Exams
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