Ryan Bohm, financial advisor Logan UT
96 score

Ryan Bohm

CRD Number: 5594607
Current Firm: Adams Wealth Management LLC

Ryan Bohm (CRD# 5594607) is an Investment Advisor Representative working at Adams Wealth Management LLC in Logan, UT and has over 9 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
Adams Wealth Management, LLC Adams Wealth Management, Llc, UT Aug 2017 - Current < 1
Allegis Investment Services Logan, UT Jun 2015 - Current 2
Allegis Investment Advisors Logan, UT Jun 2015 - Current 2
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
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: (435)752-1702
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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

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