Victoria Bogner, financial advisor Lawrence KS

Victoria Bogner

CRD Number: 5048328
Current Firm: Cetera Advisor Networks LLC

Victoria Bogner (CRD# 5048328) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Lawrence, KS and has over 15 years of experience in the finance industry. Victoria Bogner 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.

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Professional Designations
Company Name Location Dates Years
Afa Inc. Lawrence, KS Apr 2021 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 8
Mcdaniel & Mcdaniel Lawrence, KS May 2005 - Current 16
Mcdaniel Knutson Financial Partners Lawrence, KS Jan 2006 - Apr 2021 15
Financial Network Investment Corporation El Segundo, CA Oct 2005 - Dec 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Victoria M. Bogner
Phone Number: 310-326-3100
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    25,817
    MILLIONS
  • Total Number of Accounts
    81,004
    ACCOUNTS
  • Average Account Value
    $318,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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