Michael Lee Bosman
Professional Summary
Michael Lee Bosman, who also goes by Michael Bosman, Mike Bosman, is a registered financial advisor currently at BOSMAN WEALTH MANAGEMENT, LLC located in Redlands, California. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 7 firms and has passed the Series 63, Series 65, Series 66, SIE, Series 7, Series 55, Series 31, Series 6, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Bosman, Mike Bosman
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PFS INVESTMENTS INC.
Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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PFS INVESTMENTS INC.
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Disclosures on record.
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PFS INVESTMENTS INC.
Years of Experience
30 years in the financial services industry
Current & Past Employments
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PFS INVESTMENTS INC.
Current Firm
BOSMAN WEALTH MANAGEMENT, LLC
Contact Information
Main Address
555 Cajon Street Suite D, Redlands, CA 92373Phone Number
(909) 792-6765# of Employees
1SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
292AUM (Assets Under Management)
$140,080,363Similar Advisors
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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PFS INVESTMENTS INC.
Primary Firm SEC Registration
BOSMAN WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(11/15/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Feb 2001Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1996About the Series 6 examSimilar Advisors
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Lee Bosman's CRS (Customer Relationship Summary).
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PFS INVESTMENTS INC.
