William Daniel Bolander

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:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-04-14

CO RA
APPROVED

Since 2025-04-14

Branch Locations

Greeley, CO • United States

6200 West 9Th St., Unit 3, Greeley, CO 80634 • 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
L.M. Kohn & Company	Cincinnati	OH	05/2005	04/2025
Lpl Financial	Greeley	CO	04/2025	Present

05/2005 → 04/2025

L.M. Kohn & Company

Cincinnati, OH
04/2025 → Present

Lpl Financial

Greeley, CO

Previous Registrations

2007-06-04 → 2025-04-15

L.M. Kohn & Company

Cincinnati, OH

Greeley, CO

Cincinnati, OH

Other Businesses

1) 10/2024 - William Bolander / Non-Variable Insurance / Inv Related / Greeley, Colorado 80634 / Start date 11/14/1986 -10 Hrs per month - 5% Time Spent

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-06-01
S63	Uniform Securities Agent State Law Examination	2003-09-09

S65 Uniform Investment Adviser Law Examination

2007-06-01
S63 Uniform Securities Agent State Law Examination

2003-09-09

View on SEC IAPD