William Bolander, financial advisor Greeley CO
93 score

William Bolander

CRD Number: 1379240
Current Firm: L.m. Kohn & Company

William Bolander (CRD# 1379240) is an Investment Advisor Representative working at L.m. Kohn & Company in Greeley, CO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
L.m. Kohn & Company Cincinnati, OH May 2005 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2003
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for William D. Bolander
Phone Number: 513-792-0301
Firm Website: http://www.lmkohn.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,159
    MILLIONS
  • Total Number of Accounts
    4,124
    ACCOUNTS
  • Average Account Value
    $281,059
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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