William Bohne
William Bohne is a CFP-designated registered investment advisor at Embark Financial Partners, based in Overland Park, KS, with 13 years of industry experience. William 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, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Location
5440 W. 110th St Ste 300, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is doing business as Embark Financial Partners through BCS Partners as an LPL business and independent investment advisor, spending full-time and about half his time respectively. He also manages the firm's insurance agency, dedicating a few hours per week to managing the insurance platform, consulting on case design, and conducting due diligence in product selection.
Employment History
Current Registrations
Embark Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ivy Distributors, INC.Broker
Waddell & Reed
Waddell & ReedBroker
State Registrations12 states
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