Perry Bohl, CFP®, AIF®

Perry Bohl, CFP®, AIF®

Perry Bohl

Education:

  • Minot State University – Bachelor of Sciences
  • Business Education & Accounting

Family:

  • Wife – Judy
  • Daughter – Shayla
  • Sons – Bryce

Services:

  • Estate Planning Strategies
  • IRA Planning – Traditional, Roth and 401(k)
  • Lump Sum Distributions
  • Retirement Planning
  • Employee Retirement Programs
  • Life Insurance Planning

Professional Credentials:

  • Series 7, 63, and 24 registrations *
  • Series 65 registration **
  • AIF® Registered
  • 1984–1989 – Taught and coached in Bowbells, ND
  • 1989–1995 – Investment Centers of America at Union Bank Hazen, ND
  • 1995- 2017- Investment Centers of America, Bismarck, ND
  • 2017–Present – LPL Financial
  • 1994–Received CFP® certification

  • Registrations are held through LPL Financial

** Registration held through LPL Financial and Goss Advisors.


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 ever-changing investment products and strategies. His CERTIFIED FINANCIAL PLANNER™ certification and ACCREDITED INVESTMENT FIDUCIARY® designations, along with his life and health insurance licenses and various securities registrations, all mandate a regimen of continuing education. Perry’s commitment to professionalism and integrity show his drive to be a knowledgeable resource to his clients advice.