Victoria Bogner

Head of Wealth Planning

Role: Head of Wealth Planning at Allworth Financial
Location: Lawrence, KS, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Victoria Bogner

McDaniel Knutson Financial Partners/Affinity Financial Advisors3705 Clinton Parkway, Suite 200Lawrence, KS 66••••••••64 Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Advisory services also offered through Affinity Financial Advisors, a Registered Investment Advisor, operating as McDaniel Knutson Financial Partners. Cetera is under separate ownership from any other named entity.

Experience

Head of Wealth Planning
Allworth Financial
Jan 2025 — Present

Education

Kansas State University
Minor
2000 — 2005
Kansas State University
Bachelor of Science in Mathematics
2000 — 2005

Contact information

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Work email
•••••@allworthfinancial.com
Personal email
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Current company

Allworth Financial

Financial Services · 412 employees · Founded 1993 · Folsom, California, United States

With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get—from investments and tax planning to insurance, estate planning, and more. By harnessing industry-leading tools and resources, our advanced solutions are designed to optimize and maximize all aspects of your wealth—now and in the future. Complete. Personalized. Aligned. We call this the Allworth Advantage. And it's the advantage every modern investor needs. HMRN Insurance Agency, LLC license #0D34087

allworthfinancial.com

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