William Boehne (CRD# 6655824) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rogersville, MO and has over 3 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Rogersville, MO | Sep 2023 - Current | < 1 |
Sagepoint Financial, Inc. | Rogersville, MO | Aug 2020 - Current | 3 |
Sagepoint Financial, Inc. | Rogersville, MO | Oct 2019 - Aug 2020 | < 1 |
Boehne Financial Group | Rogersville, MO | Jun 2019 - Oct 2019 | < 1 |
University Of Missouri - Columbia | Columbia, MO | Aug 2015 - May 2019 | 3 |
Veterans United Home Loans | Columbia, MO | Feb 2018 - Dec 2018 | < 1 |
Phoenix Programs Inc. | Columbia, MO | Sep 2017 - Dec 2017 | < 1 |
Central Bank Of Boone County | Columbia, MO | Jun 2017 - Dec 2017 | < 1 |
Capital Financial LLC | Jefferson City, MO | May 2016 - Dec 2016 | < 1 |
Bill And Payne Stewart Golf Course | Springfield, MO | May 2012 - Aug 2015 | 3 |
Kickapoo High School | Springfield, MO | Aug 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2020 |
S65 | NASAA Investment Advisors Law Examination | May 2021 |
- MO
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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