Lawrence Keith Bogar

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 11/2017
  Wunderlich Securities, Inc.
  New York, NY
• 01/2018 → Present
  Advisory Services Network, Llc
  Atlanta, GA

Previous Registrations

• 2016-02-18 → 2017-11-10
  B. Riley Wealth Management
  New York, NY
• 2013-07-18 → 2015-12-28
  Ameriprise Financial Services, Llc
  Saddle Brook, NJ
  New York, NY
• 2008-09-16 → 2013-07-15
  Oppenheimer & Co. Inc.
  New York, NY
• 2003-07-01 → 2008-09-04
  Wells Fargo Clearing Services, Llc
  Florham Park, NJ
  Florham Park, NJ
• 2002-07-30 → 2003-07-01
  Prudential Equity Group, Llc
  Bedminster, NJ

Other Businesses

1)THE GREATER NEW YORK CITY CHAPTER OF THE EXIT PLANNING INSTITUTE; NOT INVESTMENT BUSINESS RELATED; GLOBAL HEADQUARTERS, 14701 DETROIT AVENUE, SUITE 430, LAKEWOOD, OHIO, 44107; AN EDUCATIONAL ORGANIZATION FOR ALLIED PROFESSIONALS; BUSINESS OWNERS FORUM COMMITTEE CHAIR; 2-4 HOURS PER MONTH DEVOTED TO ACTIVITY; 0 HOURS DEVOTED TO ACTIVITY DURING TRADING HOURS; HE SITS ON A COMMITTEE FOR EDUCATIONAL ORGANIZATION FOR ALLIED PROFESSIONALS. 2) LAWRENCE K. BOGAR, INSURANCE AGENT: INDEPENDENT INSURANCE AGENT LICENSED SINCE 1989; INVESTMENT RELATED ACTIVITY. LESS THAN 5 HOURS PER MONTH DEVOTED TO THIS ACTIVITY, ALL DURING TRADING HOURS. 3) BOGAR LK FINANCIAL, LLC: OWNER & MANAGING MEMBER SINCE 12/2017; SERVICE COMPANY FOR BUSINESS EXPENSES; NOT INVESTMENT RELATED; DEVOTES LESS THAN 1 HOUR PER MONTH, NONE DURING TRADING HOURS. 4) MRA ADVISORY GROUP: INDEPENDENT CONTRACTOR SINCE 09/2021, OFFERS BUSINESS SUCCESSION, CONTINUATION AND EXIT PLANNING. TIME SPENT IS APPROXIMATELY 8 HOURS PER MONTH, ALL DURING TRADING HOURS. NOT INVESTMENT RELATED. 5) The Exit Planning Institute; Member of Board of Directors; Volunteer Organization; 1120 Chester Ave. Suite 470 Cleveland, OH 44114; DEVOTES LESS THAN 1 HOUR PER MONTH, NONE DURING TRADING HOURS. 6) National Association of Estate Planners and Council; Member of Board of Directors; Volunteer Organization; EPI Headquarters 27881 Clemens Road Suite 1 West, OH 44145; Since 01/2022; DEVOTES LESS THAN 1 HOUR PER MONTH, NONE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-21
• S63 Uniform Securities Agent State Law Examination
  1989-01-19

Designations

• Chartered Financial Consultant