John R. Bohnsack
INTEGRATED PLANNING & WEALTH MANAGEMENT
College Station, TX
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CRD#: 5334664
Professional summary
John Robert Bohnsack, CFP® is a registered financial advisor currently at INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC located in College Station, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 4 firms and has passed the Series 66 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.
Part-time Lecturer Name of Business: Texas A&M University Nature of Business: Education Positon: Lecturer Start Date: 1/13/2020 Number of Hours related to business: 10 hours/month Hours devoted during trading hours: None Duties: Teach 'Fundamentals of Investments' class to undergraduates pursuing their CFP(r) designation.
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Bohnsack's 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®
Start date: 2012
Experience
Current
January 10, 2025 - Present
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
RIA
CRD#: 286151
College Station, TX
Past
September 21, 2021 - December 31, 2024
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
RIA
CRD#: 286151
College Station, TX
Past
January 29, 2018 - July 12, 2021
BRIAUD FINANCIAL ADVISORS
RIA
CRD#: 105638
COLLEGE STATION, TX
Past
October 8, 2008 - June 10, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
FARGO, ND
Past
July 2, 2007 - May 2, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
FARGO, ND
Past
June 11, 2007 - May 2, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
FARGO, ND
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".
IP
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
CRD#: 286151 / SEC#: 801-130748
RIA
Registered Investment Advisory firm - (7/24/2024 Approved)Illinois
Registered Investment Advisory firm - (8/19/2024 Terminated)Indiana
Registered Investment Advisory firm - (8/21/2024 Terminated)Kansas
Registered Investment Advisory firm - (8/19/2024 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2024 Terminated)Minnesota
Registered Investment Advisory firm - (8/20/2024 Terminated)Ohio
Registered Investment Advisory firm - (8/19/2024 Terminated)Texas
Registered Investment Advisory firm - (8/19/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (8/19/2024 Terminated)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
Texas(1/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
IP
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
CRD#: 286151 / SEC#: 801-130748
RIA
Registered Investment Advisory firm - (7/24/2024 Approved)Illinois
Registered Investment Advisory firm - (8/19/2024 Terminated)Indiana
Registered Investment Advisory firm - (8/21/2024 Terminated)Kansas
Registered Investment Advisory firm - (8/19/2024 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2024 Terminated)Minnesota
Registered Investment Advisory firm - (8/20/2024 Terminated)Ohio
Registered Investment Advisory firm - (8/19/2024 Terminated)Texas
Registered Investment Advisory firm - (8/19/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (8/19/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Westfield, IN
Mailing Address
275 Medical Dr. #4356, Carmel, IN 46082
Phone number
(317) 706-4748
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 405 |
| AUM (Assets Under Management) | $ 80,397,503 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
