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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonny? Claim Your ProfileLonny Bohling is an investment advisor representative with Osaic Wealth, Inc. in Ralston, Nebraska. Lonny has been in the industry since 1996 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Lonny also provides financial planning, pension consulting, and educational seminars. Lonny is registered in 11 states, including Nebraska, Arizona, Colorado, Iowa, Minnesota, Missouri, Nevada, North Carolina, South Dakota, Tennessee, and Iowa.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NE
01/19/2024 - Present
Osaic Wealth, Inc. (RALSTON NE)
NE
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RALSTON NE)
NE
01/13/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (RALSTON NE)
NE
11/11/2016 - 12/27/2016
SECURITIES AMERICA, INC. (OMAHA NE)
NE
09/22/1999 - 12/16/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (OMAHA NE)
LA
06/16/1998 - 09/10/1999
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
MO
08/01/1996 - 06/22/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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