Lonny Ryan Bohling
Investment adviser representative at Osaic Wealth, Inc.
42 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
42 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Investment Managers, Inc.Jun 1984 to now
- Woodbury Financial Services, Inc.Mar 2019 to Jan 2024
- Questar Asset ManagementJan 2017 to Mar 2019
- Questar Capital CorporationJan 2017 to Mar 2019
- Securities America AdvisorsNov 2016 to Dec 2016
- Securities America, Inc.Nov 2016 to Dec 2016
- Raymond James Financial Services Advisors, IncJan 2009 to Nov 2016
- Raymond James Financial ServicesSep 1999 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NE).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2756366
- Firm CRD
- 23131