Aaron Lee Boehm

Employer firm

Copia Wealth Management CRD 281873

$158M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2011 → 11/2020
  Kms Financial Services, Inc
  Seattle, WA
• 12/2009 → Present
  Copia Wealth Management
  Bend, OR
• 11/2020 → 12/2021
  Securities America, Inc.
  Bend, OR
• 11/2020 → 12/2021
  Arbor Point Advisors
  Bend, OR
• 01/2022 → Present
  Copia Wealth Management
  Bend, OR

Previous Registrations

• 2020-11-06 → 2021-12-31
  Arbor Point Advisors
  Bend, OR
• 2011-08-04 → 2020-11-06
  Kms Financial Services, Inc.
  Bend, OR
  Seattle, WA
• 2009-11-13 → 2011-07-05
  Lpl Financial Llc
  Bend, OR
  San Diego, CA
  Bend, OR
• 2008-06-20 → 2009-11-25
  Charles Schwab & Co., Inc.
  Bend, OR
  Bend, OR

Other Businesses

**WEICHERT REALTORS POSITION: Real Estate Agent NATURE: Licensed Real Estate Agent in the State of Oregon INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: 869 NW Wall St. STE 204, Bend OR 97701, United States DESCRIPTION: Real Estate Agent. No income in 2019 but I am Licensed but not practicing at this time **BEND LAPINE SCHOOLS POSITION: Baseball Coach NATURE: High School Baseball coach and get paid directly from the Bend Lapine school district. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2017 ADDRESS: 18965 Ridgeline Dr., Bend OR 97703, United States DESCRIPTION: High School Baseball coach and get paid directly from the Bend Lapine school district.

Exams

• S66 Uniform Combined State Law Examination
  2005-04-18
• S63 Uniform Securities Agent State Law Examination
  1999-08-20