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Ryan Mathew Bohm

Andina Family Offices

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About Ryan Mathew Bohm

Ryan Bohm is a financial advisor currently registered with Andina Family Offices. Ryan has been working in the financial services industry since 2008 and has a broad range of experience. Ryan is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. Ryan has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Ryan Bohm is currently registered with Andina Family Offices. Andina Family Offices is a registered investment advisor located in LEHI, UT. The firm has 6 licensed agents, 9 investment advisor representatives and 11 investment advisory functions. They manage approximately $808,470,832 in client assets and primarily serve high-net-worth individuals, pooled investment vehicles, and corporations/businesses. Their services include financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.
Andina Family Offices

THANKSGIVING BUSINESS PARK

LEHI, UT 84043

$808.47M

Assets Under Management

1

Total Clients

11

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Bohm’s Registration & Firm History

UT

02/02/2022 - Present

Andina Family Offices (Providence UT)

UT

07/01/2015 - 09/18/2017

ALLEGIS INVESTMENT SERVICES, LLC (Logan UT)

UT

11/15/2013 - 07/07/2015

LPL FINANCIAL LLC (LOGAN UT)

UT

10/09/2009 - 11/27/2013

ONEAMERICA SECURITIES, INC. (LOGAN UT)

UT

11/13/2008 - 10/02/2009

BENEFICIAL INVESTMENT SERVICES, INC. (LOGAN UT)

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Licenses & Designations

IA

Issued 07/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/12/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Mathew Bohm.
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