Frederick J. Bohlander

CRD#: 2111955

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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Frederick John Bohlander, CFP® was a registered financial professional .

Frederick is a previously registered financial professional and started their career in finance in 1991. Frederick had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Past

September 11, 2018 - June 15, 2026

SANDBOX FINANCIAL PARTNERS, LLC

RIA

CRD#: 297858

LAKEWOOD, FL

Past

December 11, 2013 - September 17, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

BETHESDA, MD

Past

December 11, 2013 - September 17, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

BETHESDA, MD

Past

January 2, 2009 - December 12, 2013

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

BETHESDA, MD

Past

April 15, 1999 - December 12, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

BETHESDA, MD

Past

November 8, 1996 - December 15, 2006

POTOMAC FINANCIAL GROUP, LTD.

RIA

CRD#: 115846

CALVERTON, MD

Past

June 3, 1994 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

BETHESDA, MD

Past

December 7, 1993 - April 7, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Past

February 20, 1991 - December 7, 1993

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

January 1, 1991 - March 13, 1991

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SANDBOX FINANCIAL PARTNERS, LLC

SANDBOX FINANCIAL PARTNERS LLC | SANDBOX, LLC | SANDBOX FINANCIAL PARTNERS, LLC

CRD#: 297858 / SEC#: 801-113779

RIA

Registered Investment Advisory firm - (8/13/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/19/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/12/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/18/2010

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/23/1991

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/19/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/20/2005

General Securities Principal Examination

Current Firm

SANDBOX FINANCIAL PARTNERS, LLC

SANDBOX FINANCIAL PARTNERS LLC | SANDBOX, LLC | SANDBOX FINANCIAL PARTNERS, LLC

CRD#: 297858 / SEC#: 801-113779

RIA

Registered Investment Advisory firm - (8/13/2018 Approved)

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Contact information

Main Address

6903 Rockledge Drive Suite 300, Bethesda, MD 20817

Mailing Address

Phone number

(301) 214-4190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SANDBOX DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/20/2026)

Regulatory assets under management

Total Number of Accounts	1,590
AUM (Assets Under Management)	$ 681,669,971

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Frederick J. Bohlander

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

POTOMAC FINANCIAL GROUP, LTD.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

AETNA LIFE INSURANCE AND ANNUITY COMPANY

Primary Firm SEC Registration

SANDBOX FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/1991

Series 63

Date: 3/12/1991

SIE

Date: 9/17/2018

Series 31

Date: 3/18/2010

Series 7

Date: 8/23/1991

Series 6

Date: 12/19/1990

Series 24

Date: 12/20/2005

Current Firm

SANDBOX FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SANDBOX FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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