William Gregory Boehne

Current Employers

Employment History

• 05/2016 → 12/2016
  Capital Financial Llc
  Jefferson City, MO
• 06/2017 → 12/2017
  Central Bank Of Boone County
  Columbia, MO
• 09/2017 → 12/2017
  Phoenix Programs Inc.
  Columbia, MO
• 02/2018 → 12/2018
  Veterans United Home Loans
  Columbia, MO
• 10/2019 → 08/2020
  Sagepoint Financial, Inc.
  Rogersville, MO
• 06/2019 → 10/2019
  Boehne Financial Group
  Rogersville, MO
• 08/2015 → 05/2019
  University Of Missouri - Columbia
  Columbia, MO
• 08/2020 → Present
  Sagepoint Financial, Inc.
  Rogersville, MO
• 09/2023 → Present
  Osaic Wealth, Inc.
  Rogersville, MO

Previous Registrations

• 2021-05-21 → 2023-09-01
  Osaic Services, Inc.
  Rogersville, MO

Other Businesses

1. BOEHNE FINANCIAL GROUP, INC. POSITION: Sales NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/25/2020 ADDRESS: 4940 S Farm Rd 189, Suite 500A, Rogersville MO 65742, United States DESCRIPTION: Sales of fixed life insurance, fixed annuities, and Medicare Supplements. 2. PRECISION RETIREMENT GROUP, INC. POSITION: Consultant NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 03/13/2024 ADDRESS: 103 N. Bridge St., Ste. 270, Chippewa Falls WI 54729, United States DESCRIPTION: I will be helping school districts establish Medical Trusts (HRA's) and Special Pay Plans for their retiree's. My job is to introduce school HR departments to PRG so that they and I can explain the benefits of HRA's and Special Pay Plans. These plans save school districts and employees tax dollars.I will be introducing PRG to school districts that might want to learn about the services they offer. 3. BOEHNE FINANCIAL GROUP POSITION: Investment Advisor Representative/Registered Representative NATURE: Employee of Boehne Financial Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2020 ADDRESS: 4940 S. Farm Rd. 189, Suite 500A, Rogersville MO 65742, United States DESCRIPTION: Employee of Boehne Financial Group. 4. GREENE COUNTY EXTENSION COUNCIL - UNIVERSITY OF MISSOURI EXTENSION POSITION: Council Member NATURE: Not for Profit Public University INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/23/2026 ADDRESS: 2400 S Scenic Ave, Springfield MO 65807, United States DESCRIPTION: Volunteer governance role supporting the local operations of the University of Missouri Extension in Greene County. Responsibilities include participation in council meetings budget review strategic planning and community advocacy for educational programs related to agriculture youth development (4-H) nutrition and workforce education. This role is unpaid and does not involve securities financial planning investment recommendations or fiduciary responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-06
• S63 Uniform Securities Agent State Law Examination
  2020-08-13

Other Names

• Will Boehne