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Ryan Mathew Bohm

Ryan M. Bohm

ANDINA FAMILY OFFICES
Logan, UT 84341
Some features on this profile are disabled
CRD#: 5594607
Ryan Mathew Bohm

Professional summary

Ryan Mathew Bohm, CFP®, CPWA®, who also goes by Ryan Bohn, is a registered financial advisor currently at ANDINA FAMILY OFFICES located in Logan, Utah.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ryan has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Bohn

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 Ryan Mathew Bohm'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: 2011

CPWA®

Certified Private Wealth Advisor

Start date: 2019-03-25

Expire date: 2023-02-28

Experience

Current

February 2, 2022 - Present

ANDINA FAMILY OFFICES

Office #1: 1300 N. 200 E. Suite 112, Logan, UT 84341
RIA
CRD#: 151762
Logan, UT
Past

September 16, 2020 - August 2, 2022

ONEDIGITAL

RIA
CRD#: 106766
Providence, UT
Past

March 2, 2020 - September 15, 2020

CORE CAPITAL WEALTH MANAGEMENT, LLC

RIA
CRD#: 307220
PROVIDENCE, UT
Past

October 10, 2017 - January 19, 2020

ADAMS WEALTH ADVISORS

RIA
CRD#: 286087
LOGAN, UT
Past

July 1, 2015 - October 2, 2017

ALLEGIS INVESTMENT ADVISORS, LLC

RIA
CRD#: 157314
LOGAN, UT
Past

July 1, 2015 - September 18, 2017

ALLEGIS INVESTMENT SERVICES, LLC

BD
CRD#: 168557
Logan, UT
Past

December 2, 2013 - June 29, 2015

STRATOS WEALTH PARTNERS, LTD

RIA
CRD#: 153184
LOGAN, UT
Past

November 15, 2013 - July 7, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
LOGAN, UT
Past

October 12, 2009 - November 27, 2013

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
LOGAN, UT
Past

October 9, 2009 - November 27, 2013

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
LOGAN, UT
Past

July 13, 2009 - October 2, 2009

INSPHERE SECURITIES, INC.

RIA
CRD#: 136433
LOGAN, UT
Past

November 13, 2008 - October 2, 2009

INSPHERE SECURITIES, INC.

BD
CRD#: 136433
LOGAN, UT

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".
AF
ANDINA FAMILY OFFICES
ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS

CRD#: 151762 / SEC#: 801-80633

RIA
Registered Investment Advisory firm - (12/5/2014 Approved)
California
Registered Investment Advisory firm - (1/14/2015 Terminated)
Utah
Registered Investment Advisory firm - (12/16/2014 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
California
(11/10/2025)
IAR
Idaho
(11/17/2025)
IAR
Texas
(12/2/2024)
IAR
Utah
(2/2/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/9/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/18/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/18/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/12/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AF
ANDINA FAMILY OFFICES
ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS

CRD#: 151762 / SEC#: 801-80633

RIA
Registered Investment Advisory firm - (12/5/2014 Approved)
California
Registered Investment Advisory firm - (1/14/2015 Terminated)
Utah
Registered Investment Advisory firm - (12/16/2014 Terminated)
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Contact information

Main Address
1300 N 200 E Suite 112, Logan, UT 84341
Mailing Address
Phone number
(801) 653-0564
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (1/14/2026)

Regulatory assets under management

Total Number of Accounts3,341
AUM (Assets Under Management)$ 1,016,634,723

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.

Company Information

ANDINA FAMILY OFFICES

CRD#: 151762Logan, UT 84341

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