John Bohnsack has been an investment adviser representative at Integrated Planning & Wealth Management since January 2025, and is not listed among the firm’s executive officers or direct owners.
Integrated Planning & Wealth Management, LLC is a firm with $119M under management, 169 clients and 4 advisers across 4 offices, as of its March 2026 filing.
John Bohnsack is Wealth Advisor of Integrated Planning & Wealth Management, LLC. Before joining the firm, he worked at a large financial planning firm in College Station, Texas. He is also a speaker, writer and part-time adjunct faculty member in the Financial Planning Program at Texas A&M University.
John Bohnsack’s longest registration is the current one, 5 years at Integrated Planning & Wealth Management since 2021. Before joining Integrated Planning & Wealth Management in 2025, John Bohnsack was registered through Briaud Financial Advisors and Thrivent Investment Management Inc.
- – present · 5 yearsCollege Station, TX · Adviser representative · Firm CRD 286151
- Briaud Financial Advisors– · 3 yearsCollege Station, TX · Adviser representative · Firm CRD 105638
- Thrivent Investment Management Inc.– · under a yearFargo, ND · Adviser representative · Firm CRD 18387
Professional designations
Listed by Integrated Planning & Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
John Bohnsack is registered as an investment adviser representative in Texas, since January 2025.
- TexasSince 10 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 June 2007 |
| Series 7 | General Securities Representative Examination | 7 June 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Robert Bohnsack
- CRD
- 5334664
- Firm
- Integrated Planning & Wealth Management · CRD 286151
- Office
- College Station, TX
- Registration
- Investment adviser registration
- In the industry since
- June 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- integratedpwm.com
Where does John Bohnsack work?
John Bohnsack is an investment adviser representative registered through Integrated Planning & Wealth Management, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is John Bohnsack a financial advisor?
Yes. John Bohnsack has a current investment-adviser registration in Texas, through Integrated Planning & Wealth Management since January 2025.
How many years of experience does John Bohnsack have?
John Bohnsack has 9 years in the financial industry, since June 2017, across 3 adviser firms.
What exams has John Bohnsack passed?
John Bohnsack has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2007.
Where did John Bohnsack work before Integrated Planning & Wealth Management?
Before Integrated Planning & Wealth Management, John Bohnsack was registered through Briaud Financial Advisors, January 2018 to July 2021; Thrivent Investment Management Inc., July 2007 to May 2008.
Where is John Bohnsack based?
John Bohnsack’s registered office is in College Station, TX.
Is John Bohnsack registered with FINRA?
No. John Bohnsack has no current broker registration.
Is John Bohnsack a CFP?
Integrated Planning & Wealth Management lists John Bohnsack with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Bohnsack’s record?
Search CRD 5334664 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Bohnsack’s full registration record.
