Perry Dean Bohl

Current Employers

Employment History

• 04/1989 → 11/2017
  Investment Centers Of America, Inc.
  Bismarck, ND
• 11/2017 → Present
  Lpl Financial Llc
  Bismarck, ND
• 01/2018 → Present
  Gwm Advisors, Llc (Dba: Planningteam Financial Advisors)
  Bismark, ND

Previous Registrations

• 1996-06-26 → 2017-12-05
  Investment Centers Of America, Inc.
  Bismarck, ND
  Stanley, ND
  Hazelton, ND
  Bismarck, ND
  Appleton, WI

Other Businesses

1. 10/17/2017 - Planning Team Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2007. 2. 12/19/2017 - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 12/13/2017 - 8 Hours Per Month/8 During Securities Trading. 3. 3/8/2018 - Muehler, Bohl & Braun, Inc. - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 12/13/2017 - 8 Hours Per Month During Securities Trading. 4. 4/23/2018 - Planningteam Financial Advisors - DBA: (Hybrid) Goss Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/05/2018 - 80 Hours Per Month During Securities Trading. 5. 4/23/2018 - GWM Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 04/18/2018 - 30 Hours Per Month During Securities Trading - I provide investment advisory services through GWM Advisors, LLC, an independent investment advisor firm. I started this business activity in 04/2018. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 11/05/2021 - Perry Bohl Financial, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 02/04/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 7. 09/06/2023 - PT Real Estate Holdings LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 08/01/2023 - 1 Hour Per Month/ During Trading 8. 11/17/2023 - Premier Stone - Other - rock/gravel quarry mining and sales - 50% Owner - Not Investment Related - Home Based - Start Date 11/06/2023 - 4 Hours Per Month/ 0 Hours During Trading 9. 01/08/2025 - Hawktree Golf Club - Not Investment Related - Other - LLC - Bismarck ND - Start Date:02/01/2024 - 4 Hrs/Mth - 0Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1989-06-19

Designations