John Bohnsack, Cfp® Email and Phone Number
John Bohnsack, Cfp® work email
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John Bohnsack, Cfp® personal email
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As a Financial Planner, I analyze and implement recommendations for my clients. It is enriching when we can create a memorable service experience for our clients and implement an idea that helps improve a client's life. I am a North Dakota State University graduate, earning a Bachelor's Degree in Business Administration and a Master's Degree in Family Financial Planning. I obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2012.Originally from North Dakota, I have quickly grown accustomed to the warm Texas climate. My interests include reading, movies, music, chess and supporting my favorite universities' athletic teams - North Dakota State and Texas A&M University. In my spare time, I enjoy spending time with my two daughters (Audrey and Emma) and my wife, Melissa.
Integrated Planning & Wealth Management, Llc
View- Website:
- integratedpwm.com
- Employees:
- 6
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Wealth ManagerIntegrated Planning & Wealth Management, LlcCollege Station, Tx, Us
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Financial PlannerIntegrated Planning & Wealth Management, Llc Jul 2021 - PresentRemote
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Visiting LecturerTexas A&M University 2020 - PresentCollege Station, TxTeaching Foundations of Investment Management to the next generation of financial planners. -
Financial PlannerBriaud Financial Advisors Aug 2017 - Jul 2021Bryan/College Station, Texas Area -
Financial Planning AssociateBriaud Financial Advisors Jun 2011 - Aug 2017College Station, Texas
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Customer Service RepresentativeThe Bank And Trust Of Bryan/College Station Aug 2009 - Jun 2011While working at the Bank and Trust I assisted with the day to day operations of the College Station branch of the community bank. This included opening new consumer and business checking accounts, IRAs, CDs and Health Savings Accounts. Also, I assisted in audits, training and cash handling.
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Account ManagerDiscovery Benefits Apr 2008 - Jul 2009Discovery Benefits is a leader in benefits administration of Flexible Savings Accounts, Health Savings Accounts, and COBRA administration. My main responsiblities were providing customer service to our business clients by phone and email. Worked in high pressure situations with short timelines to resolve complicated issues. -
Financial AssociateThrivent Financial For Lutherans Jan 2007 - Apr 2008Fargo, NdAs a Financial Associate I sold life insurance, disability insurance, health insurance and mutual funds. Additionally, I created financial plans and retirement projections for clients to help them with their financial futures.
John Bohnsack, Cfp® Education Details
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Family Financial Planning -
Business Administration
Frequently Asked Questions about John Bohnsack, Cfp®
What company does John Bohnsack, Cfp® work for?
John Bohnsack, Cfp® works for Integrated Planning & Wealth Management, Llc
What is John Bohnsack, Cfp®'s role at the current company?
John Bohnsack, Cfp®'s current role is Wealth Manager.
What is John Bohnsack, Cfp®'s email address?
John Bohnsack, Cfp®'s email address is jo****@****ail.com
What schools did John Bohnsack, Cfp® attend?
John Bohnsack, Cfp® attended North Dakota State University, North Dakota State University.
Who are John Bohnsack, Cfp®'s colleagues?
John Bohnsack, Cfp®'s colleagues are Kate Skowronek, Cfp®.
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