John Patrick Bohan
Investment adviser representative at Aprio Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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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
10 years in the industry.
- Aprio Advisory GroupNov 2025 to now
- Aprio Risk Management, LLCNov 2025 to now
- Aprio Wealth Management, LLCNov 2025 to now
- Prism Financial Group, L.L.C.Aug 2023 to now
- Investment Trust CompanyFeb 2020 to Jul 2023
- LPL Financial LLCFeb 2019 to Feb 2020
- Citywide Banks (heartland Financial)Aug 2016 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Aprio Wealth Management, LLC
$4.2BAssets managed
1,699Clients
37Advisers
22 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
- 5241394
- Firm CRD
- 127333