Experienced Wealth Management Advisor
Greater Denver Area
- Current
-
- Wealth Management Advisor at Northwestern Mutual Wealth Management Company
- Registered Representative at Northwestern Mutual Investment Services, LLC
- Agent at Northwestern Mutual Life
- Past
-
- Employee Benefit Specialist at Northwestern Group Marketing Services, Inc.
- Education
-
- University of Massachusetts, Amherst
- Recommended
-
6 people have recommended John - Connections
-
72
connections
- Industry
- Financial Services
- Websites
John Bohn’s Summary
John A. Bohn, ChFC, CLU, RHU, REBC, AEP is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company®.
The mission of the Northwestern Mutual Wealth Management Company® is to provide expert guidance for a lifetime of financial security by offering high quality investment and wealth management programs and services for high net worth clients.
Northwestern Mutual Wealth Management Company® offers comprehensive and fee-based financial planning, investment advisory programs and personal trust services through a national network of experienced professionals with expertise in:
Advisory Services
Business Planning
Estate Planning
Financial Planning
Retirement Planning
Trust Services
As a Wealth Management Advisor, John understands complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or protect and preserve assets over the long term.
John Bohn works with clients to:
Gain a clear understanding of investment goals.
Identify solutions to meet a client's needs.
Create a comprehensive plan designed to achieve a client's goals.
Monitor the client's plan and make adjustments as needs change.
John can design a comprehensive plan or one that specializes in one specific area of need, such as estate planning, retirement planning or business succession planning.
For additional information on John's professional background, areas of expertise and services available, visit his web site at http://www.john-bohn.com
John Bohn’s Specialties:
Comprehensive Financial Planning, Retirement Planning, Estate Planning, Executive Benefits, Special Needs Planning, Business Planning, Business Succession, Charitable Giving, Estate Analysis, Education Funding, Retirement Solutions, Values Based Planning. To learn more about my specialites, please visit my web site at www.john-bohn@nmfn.com.
John Bohn’s Experience
-
Wealth Management Advisor
Northwestern Mutual Wealth Management Company
(Privately Held; Financial Services industry)
October 2001 — Present (8 years 2 months)
As a Northwestern Mutual Wealth Management Advisor, John Bohn has the knowledge and expertise to help you discover your core values and integrate them into your planning process. To develop your plan, John will discover your vision for the future, your mission in life and your personal financial philosophy.
When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to address those needs is the next.
John will do this by taking the time to get to know you and your family. In this way, he will put you -- not your wealth -- at the center of the process. -
Registered Representative
Northwestern Mutual Investment Services, LLC
(Privately Held; 10,001 or more employees; Financial Services industry)
September 1981 — Present (28 years 3 months)
-
Agent
Northwestern Mutual Life
(Privately Held; 10,001 or more employees; Insurance industry)
July 1980 — Present (29 years 5 months)
-
Employee Benefit Specialist
Northwestern Group Marketing Services, Inc.
(Privately Held; 1-10 employees; Insurance industry)
October 1984 — January 1986 (1 year 4 months)
Brokered insured employee benefits to businesses.
John Bohn’s Education
-
University of Massachusetts, Amherst
BS , Hotel, Restaurant, and Travel Administration , 1972 — 1976
- Activities and Societies:
- Senior Class Treasurer, Chair-Senior Day Committee, Food and Beverage Chair - Campus Center Board of Governors, Treaurer - Sylvan Area Student Government, House Consultant - Brown House, Student Ombudsperson, Phi Kappa Phi National Honor Society, Disk Jockey-WSYL
Additional Information
John Bohn’s Websites:
John Bohn’s Interests:
Getting people to save more money and travel.
John Bohn’s Groups:
Longmont Area Chamber of Commerce, Community Foundation Serving Boulder County, Boulder County Estate Planning Council, Physicians Nationwide, Society of Financial Service Professsionals, Independent Order of Odd Fellows-Longmont Lodge #29, Mountain View Fire Protection District, Longmont Fire Department, Weld County Sheriff's Office, National Association of Fire Investigators, International Association of Arson Investigators, Evidence Photographers International Council, International Fire Photographers Association, National Railway Historical Society, Rollins Pass Restoration Association, Society for the Preservation and Appreciation of Antique Motorized Fire Apparatus in America
-
IOOF - Independent Order of Odd Fellows -
Northwestern Mutual Financial Network -
International Association of Arson Investigators
John Bohn’s Honors:
Optimist of the Year - Longmont Breakfast Optimists; Colorado Arson Investigator of the Year (1977); Longmont Fire Department, Citizen Service Citation, and Certificate of Merit; Mountain Vire Fire Protection District Appreciation Award (2) and Certificate of Appreciation
John Bohn’s Contact Settings
Interested In:
- consulting offers
- expertise requests
- reference requests
- getting back in touch
