Michael Bosman, financial advisor Redlands CA

Michael Bosman

CRD Number: 2724809
Current Firm: Bosman Wealth Management, LLC

Michael Bosman (CRD# 2724809) is an Investment Advisor Representative working at Bosman Wealth Management, LLC in Redlands, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Empire Management Socal, LLC Redlands, CA Jan 2024 - Current < 1
University Of Redlands Redlands, CA Sep 2018 - Current 5
Bosman Wealth Management, LLC Redlands, CA Oct 2017 - Current 6
Bosman Wealth Management, LLC Redlands, CA Aug 2016 - Current 7
Michael Bosman, Sole Proprietor Redlands, CA Jun 2012 - Aug 2018 6
Lpl Financial, LLC Redlands, CA Jul 2015 - Dec 2017 2
32 North Inc. Redlands, CA Oct 2013 - Dec 2017 4
Teravista Capital Advisors, LLC Danville, CA Jul 2010 - Mar 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
S66 NASAA Uniform Combined State Law Examination Feb 2000
S63 Uniform Securities State Law Examination Sep 2015
Contact Info for Michael L. Bosman
Phone Number: 909-792-6765
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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