William Folse Bohne

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-08-26
KS	RA	APPROVED	2021-07-21
MO	RA	APPROVED	2021-07-21

TX RA
APPROVED

Since 2024-08-26
KS RA
APPROVED

Since 2021-07-21
MO RA
APPROVED

Since 2021-07-21

Branch Locations

745 Barclay Cir., Ste 310, Rochester Hills, MI 48307 • United States

5440 W. 110Th St Ste 300, Overland Park, KS 66211 • United States

Embark Financial Partners

380 W Western Avenue Suite 250, Muskegon, MI 49440 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2022-08-26

MI RA
APPROVED

Since 2022-08-26

Branch Locations

Lawrence, KS • United States

380 W Western Avenue Suite 250, Muskegon, MI 49440 • United States

5440 W 110Th St Suite 300, Leawood, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Waddell & Reed, Inc	Shawnee Mission	KS	08/2012	08/2021
Various Insurance Carriers For W&R Insurance Agencies Inc	Lawrence	KS	03/2013	08/2021
Mount Oread Housing Corporation	Shawnee	KS	11/2006	Present
Lpl Financial Llc	Overland Park	KS	07/2021	08/2021
Lpl Financial Llc	Lawrence	KS	08/2021	Present
Bcs Partners Llc Dba Embark Financial Partners	Muskegon	MI	08/2022	Present
Bcs Partners Llc	Muckegon	MI	06/2022	Present

08/2012 → 08/2021

Waddell & Reed, Inc

Shawnee Mission, KS
03/2013 → 08/2021

Various Insurance Carriers For W&R Insurance Agencies Inc

Lawrence, KS
11/2006 → Present

Mount Oread Housing Corporation

Shawnee, KS
07/2021 → 08/2021

Lpl Financial Llc

Overland Park, KS
08/2021 → Present

Lpl Financial Llc

Lawrence, KS
08/2022 → Present

Bcs Partners Llc Dba Embark Financial Partners

Muskegon, MI
06/2022 → Present

Bcs Partners Llc

Muckegon, MI

Previous Registrations

2013-02-05 → 2021-07-21

Waddell & Reed

Topeka, KS

Lawrence, KS

Overland Park, KS

Other Businesses

1. 02/14/2022- BCS Partners- DBA: Embark Financial Partners- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Start Date - 08/23/2021- 160 Hours Per Month/160 Hours During Securities Trading. 2. 08/31/2022 - BCS Partners- DBA: Embark Financial Partners- Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date - 06/01/2022 - 80 Hours Per Month/80 Hours During Securities Trading - I provide financial planning and consulting services through BCS Partners, an independent investment advisor firm. I started this business activity in 06/2022. I expect to spend approximately 80 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 advisory firm is separate from and independent of LPL Financial. 3. 06/01/2022 - BCS Partners LLC- DBA Embark Financial Partners - Investment Related - At reported Business Locations - Insurance Agent - I am the responsible person for our firm's insurance agency. I expect to spend 10 hours each month managing the insurance platform, consulting on case design, and working with BGAs to conduct due diligence in the product selection process. The insurance agency is separate from and independent of LPL Financial.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-02-04

S66 Uniform Combined State Law Examination

2013-02-04

Designations

Other Names

Will Bohne

View on SEC IAPD