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Matthew Eric Bohanan

Pruco Securities, LLC

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About Matthew Eric Bohanan

Matthew Eric Bohanan is a financial professional with over 20 years of experience in the industry. He is currently registered with Pruco Securities, LLC and is located in Overland Park, Kansas. Matthew has a strong background in investments and has held previous positions with N.I.S. Financial Services, Inc. and Cambridge Investment Research, Inc. He has passed the Series 6, Series 63 and SIE exams. Matthew provides investment advice to individuals, corporations, and other businesses.

Firm Information

Matthew Bohanan is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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other

Compensation from lpl enterprise, llc

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Matthew Bohanan’s Registration & Firm History

KS

07/08/2021 - Present

Pruco Securities, LLC (Overland Park KS)

MO

08/12/2015 - 08/31/2020

N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)

MO

09/19/2011 - 11/11/2014

CAMBRIDGE INVESTMENT RESEARCH, INC. (CLINTON MO)

MO

04/26/2007 - 09/08/2010

N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)

MO

06/29/2000 - 08/14/2006

N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 07/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Eric Bohanan.
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