Unclaimed Profile

Ryan Mathew Bohm

ANDINA CAPITAL MANAGEMENT, LLC·LEHI, Utah

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record17 years registeredANDINA CAPITAL MANAGEMENT, LLC

THANKSGIVING BUSINESS PARK, LEHI, UT 84043CRD# 5594607Firm CRD# 151762

Profile Verification

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

Identity

Ryan Mathew Bohm · LEHI, UT

Registration

CRD #5594607 · ANDINA CAPITAL MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ANDINA ADVISORS

Feb 2022 – present

ONEDIGITAL INVESTMENT ADVISORS

Sep 2020 – Aug 2022

Providence, UT

CORE CAPITAL WEALTH MANAGEMENT, LLC

Mar 2020 – Sep 2020

PROVIDENCE, UT

ADAMS WEALTH ADVISORS

Oct 2017 – Jan 2020

LOGAN, UT

ALLEGIS INVESTMENT ADVISORS, LLC

Jul 2015 – Oct 2017

LOGAN, UT

STRATOS WEALTH PARTNERS, LTD

Dec 2013 – Jun 2015

LOGAN, UT

ONEAMERICA SECURITIES, INC.

Oct 2009 – Nov 2013

LOGAN, UT

BENEFICIAL INVESTMENT SERVICES, INC.

Jul 2009 – Oct 2009

LOGAN, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 13, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANDINA CAPITAL MANAGEMENT, LLC

CRD 151762 · SEC 801-80633

AUM

$808M

Regulatory assets under management

Employees

3,589 client accounts

Services offered by ANDINA CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ANDINA CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Mathew Bohm offer?

Ryan Mathew Bohm specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LEHI, Utah for a consultation.

What are Ryan Mathew Bohm's credentials?

Ryan Mathew Bohm holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan Mathew Bohm located?

Ryan Mathew Bohm is based in LEHI, Utah, working with ANDINA CAPITAL MANAGEMENT, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.

How does Ryan Mathew Bohm charge for services?

Ryan Mathew Bohm'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 ANDINA CAPITAL MANAGEMENT, LLC?

ANDINA CAPITAL MANAGEMENT, LLC has approximately 17 employees and manages $808M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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