James Walter Bochenek

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/1986 → 09/2018
  Scripter And Associates Inc.
  Troy, MI
• 10/1986 → 09/2018
  Scripter And Associates, Inc.
  Troy, MI
• 09/2009 → Present
  Lpl Financial Llc
  Troy, MI

Other Businesses

1. 04/29/2015 - PRODUCERS CHOICE - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 06/01/2015 - 5 HRS/MO NOT DURING SECS TRDG HRS - PRODUCERS CHOICE- AGENT SELLING LIFE, HEALTH, DISABILITY, LTC AND FIXED ANNUITIES. 2. 2/23/2017 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-notary - Started 08/01/2014 - 1 Hour Per Month During Securities Trading - Only notarize for clients. 3. 4/20/2018 - BDL Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2018 - 200 Hours Per Month During Securities Trading. 4) 01/30/2025 - Bochenek Wealth Management - Investment Related - At Reported Business Location(s) -DBA for LPL Business (entity for LPL business) - Started Date:03/01/2025 -45 Hrs/Mth - 40 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-09-19

Designations

• Certified Financial Planner