Victoria Bogner (CRD# 5048328) is an Investment Advisor Representative working at Allworth Financial, LP in Lawrence, KS and has over 17 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.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 4149143
Securities America Advisors, Inc.
CRD# 6114482
Professional Asset Management, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aw Securities | Folsom, CA | Apr 2023 - Current | < 1 |
| Afa Inc. | Lawrence, KS | Apr 2021 - Apr 2023 | 2 |
| Afa Inc Dba Affinity Financial Advisors ; | Lawrence, KS | Apr 2019 - Apr 2023 | 4 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Apr 2023 | 10 |
| Afa Inc Dba Mcdaniel Knutson Financial Partners | Lawrence, KS | Dec 2009 - Apr 2023 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- CA
- KS
- TX
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Total Assets Under Management16,970MILLIONS
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Total Number of Accounts57,843ACCOUNTS
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Average Account Value$293,372
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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