John Bohnsack (CRD# 5334664) is an Investment Advisor Representative working at Integrated Planning & Wealth Management, LLC in College Station, TX and has over 16 years of experience in the finance industry. John Bohnsack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5699206
Securities America Advisors, Inc.
CRD# 2994965
Raymond James Financial Services Advisors, Inc.
CRD# 5786080
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Planning & Wealth Management, LLC | Carmel, IN | Jul 2021 - Current | 2 |
| Briaud Financial Advisors | College Station, TX | Jun 2011 - Jul 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- IL
- IN
- KS
- LA
- MN
- OH
- TX
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts393ACCOUNTS
-
Average Account Value$173,337
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, IN, KS, LA, MN, OH, TX, WI
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