Dauna Bohlken (CRD# 2907243) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in San Diego, CA and has over 25 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Financial Advisors | Redlands, CA | Sep 2016 - Current | 7 |
| Voya Financial | Pleasanton, CA | Sep 2014 - Current | 9 |
| Voya Retirement Advisors | Pleasanton, CA | Sep 2014 - Current | 9 |
| Ing | Pleasanton, CA | Oct 2012 - Sep 2014 | 1 |
| Ing Investment Advisors | Pleasanton, CA | Oct 2012 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CA
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Total Assets Under Management2,411MILLIONS
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Total Number of Accounts13,909ACCOUNTS
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Average Account Value$173,339
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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