Perry Bohl, CFP®, AIF®

Perry Bohl


Minot State University – Bachelor of Sciences
Business Education & Accounting


Wife – Judy
Daughter – Shayla
Sons – Bryce

  • Estate Planning
  • IRA Planning
  • Traditional, Roth and Rollovers
  • Lump Sum Distributions
  • Retirement Planning
  • Employee Retirement Programs
  • Life Insurance Planning
  • Long Term Care Insurance Planning

Professional Credentials:

  • Series 7, 63, 65 and 24 registrations*
  • Life & Health Insurance license
  • AIF Registered
  • 1984-1989 Taught and coached in Bowbells, ND
  • 1989-1995 Investment Centers of America at Union State Bank Hazen, ND
  • 1994 Received CFP® certification

*Registrations are held through LPL Financial

Special Benefits:

Perry Bohl has been in the business since 1989 and has the background and knowledge needed to help his clients choose investments that are most suitable for them. He takes the time to explain the principles of investing so that each client can make informed decisions and create an investment portfolio that is consistent with their individual needs.

Continuing Education:

As a committed professional with your interests at heart, Perry Bohl regularly attends professional seminars and meetings on financial planning, investments, market outlook, and investment products. He is up-to-date, so you can get knowledgeable options. The Team Advantage Perry is an independent investment representative of LPL Financial, and part of a team of CERTIFIED FINANCIAL PLANNER™ certificants. When you call on the “Team of CERTIFIED FINANCIAL PLANNER™ Professionals” you not only have some of the most knowledgeable people in the industry at your service, you have the benefit of more than 80 years of combined experience. Perry Bohl, CFP® along with his partners Thomas M. Gunderson, CFP® and Wayne A. Muehler, CFP® are here to help you with your important decisions – they’ll be here tomorrow to help monitor your plan and keep you on track. They are available to answer your questions about financial planning, saving for your children’s education, retirement planning, investing and insurance protection. Call him today!