Ryan M. Bohm

ANDINA FAMILY OFFICES

Providence, UT 84332

Some features on this profile are disabled

CRD#: 5594607

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 Providence, 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.

1. 11/29/2013 - INSURANCE - INVESTMENT-RELATED - NON-VARIABLE INSURANCE - BENEFICIAL LIFE INSURANCE COMPANY - SERVICING AGENT ON CLIENTS' ANNUITIES AND LIFE INSURANCE POLICIES. - TIME SPENT 1% - LOGAN, UT. Insurance licensed - fixed business and insurance commissions

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: 530 W 465 N Suite 707, Providence, UT 84332

RIA

CRD#: 151762

Providence, 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

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

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.

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.

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(12/2/2024)

IAR

Utah
(2/2/2022)

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 65

Date: 7/9/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/18/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/18/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/19/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/12/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Thanksgiving Business Park 2600 Executive Parkway, Suite 451, Lehi, UT 84043

Mailing Address

Phone number

(801) 653-0564

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	3,341
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.

Similar Advisors

Nichole Raftopoulos

NVEST FINANCIAL, LLC

IAR

Portland, ME

Anthony Macagna

STRATEGIC ADVISERS LLC

IAR

RIDGEWOOD, NJ

Robert Fialkowski

OSAIC WEALTH, INC.

SCOTTSDALE, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan M. Bohm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Mathew Bohm's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEDIGITAL

CORE CAPITAL WEALTH MANAGEMENT, LLC

ADAMS WEALTH ADVISORS

ALLEGIS INVESTMENT ADVISORS, LLC

ALLEGIS INVESTMENT SERVICES, LLC

STRATOS WEALTH PARTNERS, LTD

LPL FINANCIAL LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

INSPHERE SECURITIES, INC.

INSPHERE SECURITIES, INC.

Primary Firm SEC Registration

ANDINA FAMILY OFFICES

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2009

Series 63

Date: 12/18/2008

SIE

Date: 9/18/2017

Series 7

Date: 4/19/2012

Series 6

Date: 11/12/2008

Current Firm

ANDINA FAMILY OFFICES

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANDINA FAMILY OFFICES

TRUST BUT VERIFY

Similar Advisors