Ryan Bohm, financial advisor Providence UT

Ryan Bohm

CRD Number: 5594607
Current Firm: Andina Family Offices

Ryan Bohm (CRD# 5594607) is an Investment Advisor Representative working at Andina Family Offices in Providence, UT and has over 15 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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Andina Family Offices
Professional Designations
Company Name Location Dates Years
Andina Capital Management, LLC Providence, UT Jan 2022 - Current 2
Resources Investment Advisors Overland Park, KS Sep 2020 - Current 3
Core Capital Wealth Management Logan, UT Jan 2020 - Current 4
Adams Wealth Advisors Logan, UT Nov 2013 - Dec 2019 6
Allegis Investment Services Logan, UT Jun 2015 - Oct 2017 2
Allegis Investment Advisors Logan, UT Jun 2015 - Oct 2017 2
Lpl Financial, LLC Logan, UT Nov 2013 - Jun 2015 1
Stratos Wealth Partners Logan, UT Nov 2013 - Jun 2015 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: 801-653-0564
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    808
    MILLIONS
  • Total Number of Accounts
    3,589
    ACCOUNTS
  • Average Account Value
    $225,264
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX, UT

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