John P. Bohan

PRISM FINANCIAL GROUP, L.L.C.

Overland Park, KS 66210-1984

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CRD#: 5241394

Professional summary

John Patrick Bohan, CFP® is a registered financial advisor currently at PRISM FINANCIAL GROUP, L.L.C. located in Overland Park, Kansas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) 4/1/2023 - Finbits Media LLC - not investment related - 3 Purple Plum, Littleton, CO 80127 - financial education blog and speaker - Owner - 10 hours per month - write blog about economy 2 times per month. Book entitled "NOT ANOTHER LECTURE 20 finbits of unsolicited Dad wisdom about money" 2) Life Insurance license -not investment related - 3 Purple Plum, Littleton, CO 80127 - Insurance agent/sales - sales - 2 hours per month - 6/1/2020 - insurance sales

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: 2011

Experience

Current

October 10, 2023 - Present

PRISM FINANCIAL GROUP, L.L.C.

Office #1: 7101 College Blvd. Suite 900, Overland Park, KS 66210-1984

CRD#: 112315

Overland Park, KS

Past

March 12, 2019 - April 28, 2020

LPL FINANCIAL LLC

CRD#: 6413

LITTLETON, CO

Past

February 15, 2019 - April 28, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

LITTLETON, CO

Past

April 1, 2013 - August 29, 2016

RMB WEST, LLC

RIA

CRD#: 158138

DENVER, CO

Past

September 29, 2010 - February 25, 2013

FINANCIAL TELESIS INC

RIA

CRD#: 31012

DENVER, CO

Past

September 29, 2010 - February 25, 2013

FINANCIAL TELESIS INC

CRD#: 31012

DENVER, CO

Past

January 1, 2007 - June 22, 2009

OSAIC FA, INC.

RIA

CRD#: 3978

DENVER, CO

Past

December 1, 2006 - June 22, 2009

OSAIC FA, INC.

CRD#: 3978

DENVER, CO

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
(10/10/2023)

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: 6/11/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/12/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/11/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/30/2006

General Securities Representative Examination

Current Firm

PRISM FINANCIAL GROUP, L.L.C.

PRISM FINANCIAL GROUP, L.L.C. | PRISM FINANCIAL GROUP, LLC

CRD#: 112315 / SEC#: 801-61646

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Contact information

Main Address

7101 College Blvd. Suite 900, Overland Park, KS 66210-1984

Mailing Address

Phone number

(913) 345-1444

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

PRISM FINANCIAL GROUP CLIENT BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	2,474
AUM (Assets Under Management)	$ 1,698,069,943

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

John P. Bohan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RMB WEST, LLC

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

OSAIC FA, INC.

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2019

Series 7TO

Date: 3/12/2019

SIE

Date: 2/11/2019

Series 7

Date: 11/30/2006

Current Firm

PRISM FINANCIAL GROUP, L.L.C.

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRISM FINANCIAL GROUP, L.L.C.

TRUST BUT VERIFY

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