Mark Julius Bohn

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2014 → 12/2017
  Crossroads Capital Insurance Services
  Irvine, CA
• 02/2015 → 12/2017
  Crossroads Capital Distributors
  Irvine, CA
• 01/2018 → 03/2018
  Voya
  Houston, TX
• 01/2018 → 03/2018
  Directed Services Llc
  Houston, TX
• 03/2018 → 03/2025
  Athene Annuity And Life Company
  West Des Moines, IA
• 03/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2010; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: IMG FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE, SECURITIES, AND ADVISORY SERVICES START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: INSURANCE, SECURITIES, AND ADVISORY SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-27

Designations

• Certified Financial Planner

Other Names

• Mark Julius Bohn
• Mark Bohn