Michael Lee Bosman

Employer firm

Bosman Wealth Management, LLC CRD 290550

$140M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• 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

• 07/2015 → 12/2017
  Lpl Financial, Llc
  Redlands, CA
• 10/2017 → Present
  Bosman Wealth Management, Llc
  Redlands, CA
• 08/2016 → Present
  Bosman Wealth Management, Llc
  Redlands, CA
• 06/2012 → 08/2018
  Michael Bosman, Sole Proprietor
  Redlands, CA
• 10/2013 → 12/2017
  32 North Inc
  Redlands, CA
• 09/2018 → 12/2025
  University Of Redlands
  Redlands, CA
• 01/2024 → Present
  Empire Management Socal, Llc
  Redlands, CA

Previous Registrations

• 2015-07-13 → 2017-12-20
  Lpl Financial Llc
  Redlands, CA
  Redlands, CA
• 2010-07-09 → 2015-03-27
  Teravista Capital Advisors, Llc
  Danville, CA
• 2003-01-31 → 2003-06-02
  Transamerica Financial Advisors, Llc
  Inver Grove Heights, MN

Other Businesses

1. Bosman Wealth Management LLC; Investment Related; At Reported Business Location(s); Non-Variable Insurance; Started 08/2016; 10 Hours Per Month/1 Hour During Securities Trading. 2. Empire Management SoCal, LLC; not investment related; Redlands, CA; Managing Member since 1/2024; Property Management; 5 hrs/mo.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-09-04
• S65 Uniform Investment Adviser Law Examination
  2010-06-03
• S66 Uniform Combined State Law Examination
  2000-02-14

Other Names

• Mike Bosman
• Mike Bosman
• Michael Bosman