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Michael B
CFA®, Series 65
Pewaukee, WI
Allworth financial, L.P.
Michael Bogard is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Allworth Financial since 2024 and previously spent eight years at Heck Capital Advisors. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including high-net-worth individuals, qualified retirement plans, and charitable organizations. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.
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