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.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 1527744
Transamerica Financial Advisors, Inc.
| 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 |
- CA
-
Total Assets Under Management87MILLIONS
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Total Number of Accounts254ACCOUNTS
-
Average Account Value$344,354
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA
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