Bo G. Pihl

OROGRAPHIC FINANCIAL ADVISORS

Avon, CO

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CRD#: 4612356

Professional summary

Bo Gabriel Alfred Pihl III, CFP®, who also goes by Bo Gabriel Alfred Pihl III, is a registered financial advisor currently at OROGRAPHIC FINANCIAL ADVISORS located in Avon, Colorado.

Bo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Bo has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bo Gabriel Alfred Pihl Iii

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) - RIA

Click below to view Bo Gabriel Alfred Pihl III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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: 2006

Experience

Current

November 23, 2022 - Present

OROGRAPHIC FINANCIAL ADVISORS

RIA

CRD#: 323980

Avon, CO

Past

June 27, 2007 - December 31, 2022

NTB FINANCIAL CORPORATION

RIA

CRD#: 7425

Avon, CO

Past

December 16, 2002 - December 31, 2022

NTB FINANCIAL CORPORATION

CRD#: 7425

ENGLEWOOD, CO

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".

OROGRAPHIC FINANCIAL ADVISORS

OROGRAPHIC FINANCIAL ADVISORS | OROGRAPHIC FINANCIAL ADVISORS, LLC

CRD#: 323980 / SEC#: 801-126918

RIA

Registered Investment Advisory firm - (11/21/2022 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(11/23/2022)

IAR

Texas
(11/23/2022)

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 66

Date: 4/20/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/2002

General Securities Representative Examination

Current Firm

OROGRAPHIC FINANCIAL ADVISORS

OROGRAPHIC FINANCIAL ADVISORS | OROGRAPHIC FINANCIAL ADVISORS, LLC

CRD#: 323980 / SEC#: 801-126918

RIA

Registered Investment Advisory firm - (11/21/2022 Approved)

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Contact information

Main Address

Avon, CO

Mailing Address

P.o. Box 3068, Avon, CO 81620

Phone number

(720) 323-9944

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (3/13/2025)

Regulatory assets under management

Total Number of Accounts	232
AUM (Assets Under Management)	$ 170,436,300

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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Bo G. Pihl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bo Gabriel Alfred Pihl III's CRS (Customer Relationship Summary).

Certified licenses

Experience

OROGRAPHIC FINANCIAL ADVISORS

NTB FINANCIAL CORPORATION

NTB FINANCIAL CORPORATION

Primary Firm SEC Registration

OROGRAPHIC FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/20/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/14/2002

Current Firm

OROGRAPHIC FINANCIAL ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OROGRAPHIC FINANCIAL ADVISORS

TRUST BUT VERIFY

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