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Victoria Marie Bogner

Allworth Financial, LP

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About Victoria Marie Bogner

Victoria Bogner is a financial advisor at Allworth Financial, LP. Victoria has been in the financial industry since 2005 and is a Certified Financial Planner and a Chartered Financial Analyst. Victoria specializes in working with high-net-worth individuals, families, and businesses to develop customized financial plans that meet their unique needs. Victoria has a strong commitment to helping clients achieve their financial goals and providing them with the guidance they need to make informed decisions about their money.

Firm Information

Victoria Bogner is currently registered with Allworth Financial, LP. Allworth Financial, LP is an investment advisory firm based in Folsom, CA. The firm offers a range of financial planning and portfolio management services to individuals, businesses, and retirement plans. Allworth Financial, LP manages over $19 billion in assets for clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Allworth Financial, LP

340 PALLADIO PKWY.

FOLSOM, CA 95630

$19.31B

Assets Under Management

Not reported

Total Clients

231

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Victoria Bogner’s Registration & Firm History

KS

04/26/2023 - Present

Allworth Financial, LP (Lawrence KS)

KS

01/01/2006 - 04/20/2023

CETERA ADVISOR NETWORKS LLC (LAWRENCE KS)

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Licenses & Designations

BOTH

Issued 01/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Victoria Marie Bogner. Review regulatory record here.
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