William Bohne, financial advisor Overland Park KS
81 score

William Bohne

CRD Number: 6105491
Current Firm: Waddell & Reed

William Bohne (CRD# 6105491) is an Investment Advisor Representative working at Waddell & Reed in Overland Park, KS and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies Inc. Lawrence, KS Mar 2013 - Current 5
Waddell & Reed Inc. Lawrence, KS Aug 2012 - Current 5
Mount Oread Housing Corporation Shawnee, KS Nov 2006 - Current 11
Ups Lawrence, KS Sep 2014 - Oct 2014 < 1
Northrop Grumman Leavenworth, KS Oct 2010 - Jan 2013 2
Starving Artists Moving Lawrence, KS Jan 2011 - Oct 2011 < 1
Unemployed Lawrence, KS Aug 2010 - Oct 2010 < 1
International Medical Corps Santa Monica, CA Jan 2010 - Aug 2010 < 1
Four Dogs Laughing Lawrence, KS Jan 2009 - Jan 2010 1
Mpri Alexandria, VA May 2008 - Jan 2010 1
United Parcel Service Lawrence, KS Nov 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for William F. Bohne
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • IL
  • KS
  • LA
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    19,057
    MILLIONS
  • Total Number of Accounts
    153,035
    ACCOUNTS
  • Average Account Value
    $124,526
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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BADGES
81

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