Lonny Ryan Bohling

Current Employers

Employment History

• 09/1999 → 11/2016
  Raymond James Financial Services
  Omaha, NE
• 01/2009 → 11/2016
  Raymond James Financial Services Advisors, Inc
  Omaha, NE
• 06/1984 → Present
  Investment Managers, Inc.
  Omaha, NE
• 11/2016 → 12/2016
  Securities America, Inc.
  Omaha, NE
• 11/2016 → 12/2016
  Securities America Advisors
  Omaha, NE
• 01/2017 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 01/2017 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Ralston, NE
• 01/2024 → Present
  Osaic Wealth, Inc.
  Ralston, NE

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Ralston, NE
• 2017-01-19 → 2019-03-01
  Questar Asset Management, Inc.
  Papillion, NE
  Minneapolis, MN
  Ralston, NE
• 2009-01-02 → 2016-12-16
  Raymond James Financial Services Advisors, Inc
  Omaha, NE
• 1999-12-30 → 2009-01-02
  Raymond James Financial Services, Inc.
  Omaha, NE
  Omaha, NE

Other Businesses

1. INVESTMENT MANAGERS, INC. POSITION: President/Owner. NATURE: President/Owner. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/23/2016 ADDRESS: 5370 South 72nd Street, Ralston NE 68127, United States DESCRIPTION: President/Owner - file corporate returns, and accounting. Overall run business in general. 2. INVESTMENT MANAGERS, INC. POSITION: Owner NATURE: Sub S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 150 START DATE: 05/01/2000 ADDRESS: 5470 So. 72nd St., Ralston NE 68127, United States DESCRIPTION: I am a sole Registered Rep. This is the DBA if doing business for my securities business as well as my fixed insurance. 3. THE BETTY J. BOHLING IRRV TRUST UAD 01/31/20 POSITION: Trustee NATURE: Trust owning my mother's (Betty Jean Bohling) home which is now being rented as my mother is in a nursing home with [REDACTED]. I am the trustee as I guaranteed my mother that her home would not be sold as long as she was alive. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 11223 Kentucky Rd., Papillion NE 68133, United States DESCRIPTION: Accounting and management. I collect rental payments and pay expenses out of a Trust a/c. I direct repairs and respond to tenants requests as needed. Home in great shape so very few hours are required. 4. TFC REAL ESTATE, LLC POSITION: Principal owner NATURE: This is an LLC, TFC Real Estate, LLC and the location is as above. We will be moving into this building around March/April 2026 time frame. Currently my business location remains 5307 So. 72nd St., Ralston, NE 68127 INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2025 ADDRESS: 11205 Wright Circle, Omaha NE 68144, United States DESCRIPTION: I will be the principal owner and manager of my office building. My son, Trevor R. Bohling who is currently getting licensed with Osaic and will be my future successor, is also a partner in TFC Real Estate, LLC. After hours duties regarding admin and maintenance decisions.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1996-08-01

Other Names

• Lon Ryan Bohling
• Lon R Bohling