Broker Check
Erik Bohn

When it comes to financial planning, I encourage my clients to focus on the fundamentals. I help them make decisions that best fit their specific situation, rather than following general advice or financial fads. Whether it's establishing good savings habits, paying back student loans, identifying the appropriate investment strategy, or making sure the proper insurance is in place, I design the program that is correct for you and make sure all aspects of your financial plan are working together

Products & Services

  • Life and Disability Income Protection
  • Wealth Accumulation & Distribution
  • Retirement Planning
  • Estate Planning
  • Debt Management
  • College Funding
  • Employment Benefits

Education

University of Minnesota, Bachelor’s degree with double major in Business & Marketing and Mass Communications

 

Registered Representative of Park Avenue Securities, Financial Representative of Guardian