Ryan Bohm, financial advisor Logan UT
96 score

Ryan Bohm

CRD Number: 5594607
Current Firm: Allegis Investment Advisors, LLC

Ryan Bohm (CRD# 5594607) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Logan, UT and has over 7 years of experience in the finance industry. Ryan Bohm 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
Allegis Investment Services Logan, UT Jun 2015 - Current 1
Allegis Investment Advisors Logan, UT Jun 2015 - Current 1
Lpl Financial, LLC Logan, UT Nov 2013 - Jun 2015 1
Stratos Wealth Partners Logan, UT Nov 2013 - Jun 2015 1
Oneamerica Securities Logan, UT Oct 2009 - Nov 2013 4
American United Life Logan, UT Aug 2009 - Nov 2013 4
Beneficial Financial Group Logan, UT Sep 2008 - Oct 2009 1
Blackstone Steak & Seafood Logan, UT Aug 2007 - Sep 2008 1
Utah State University Logan, UT May 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Ryan M. Bohm
Phone Number: 208-529-3462
Registered State(s):
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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