Unclaimed Profile

Victoria Marie Bogner

AFA INC.·LAWRENCE, Kansas

SIE, Series 7, Series 66CFP CFAClean record20 years registeredAFA INC.

3705 CLINTON PARKWAY, LAWRENCE, KS 66047-3051CRD# 5048328Firm CRD# 114412

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Victoria Marie Bogner · LAWRENCE, KS

Registration

CRD #5048328 · AFA INC. · 20 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Apr 2023 – present

AFFINITY FINANCIAL ADVISORS

Oct 2007 – Aug 2023

LAWRENCE, KS

CETERA ADVISOR NETWORKS LLC

Feb 2006 – Apr 2023

LAWRENCE, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 21, 2006

Years registered · 20

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AFA INC.

CRD 114412 · SEC 801-62611

AUM

$466M

Regulatory assets under management

Employees

2,278 client accounts

Services offered by AFA INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AFA INC. →

Introduction

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Frequently Asked Questions

What services does Victoria Marie Bogner offer?

Victoria Marie Bogner specializes in Financial Planning, Investment Management. Contact their office in LAWRENCE, Kansas for a consultation.

What are Victoria Marie Bogner's credentials?

Victoria Marie Bogner holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Victoria Marie Bogner located?

Victoria Marie Bogner is based in LAWRENCE, Kansas, working with AFA INC.. Their office serves clients in the LAWRENCE metropolitan area and surrounding communities.

How does Victoria Marie Bogner charge for services?

Victoria Marie Bogner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AFA INC.?

AFA INC. has approximately 22 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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