Lawrence K. Bogar

Lawrence found Bogar LK Advisory Services. A member of Advisory Services network, LLC. He holds the following credentials: Accredited Estate Planner (AEP), Accredited Wealth Management Advisor (AWMA), Chartered Financial Consultant (ChFC), Accredited Asset Management Specialist (AAMS) and Fellowship Life Underwriters Training Course (LUTCF).

Lawrence provides Comprehensive wealth management, Investment management and financial Planning services for individuals and families. He is a member of The Business Enterprise Institute and The Exit Planning Institute.  Lawrence designs and implements personal and Risk management programs. Knowing that many family-owned businesses fail to survive to the third generation, Lawrence also designs exit, continuation and succession planning for Small to midsize privately held businesses.

Previously, Lawrence was a senior wealth manager with the firm of Wunderlich Financial.  During his time at Wunderlich, Lawrence worked with business owning families by Creating a tailored plan for the eventual transition of the business. By bringing together and coordinating the contributions of the allied professionals (Legal, Tax Planning, Estate Planning, Risk Management, and Valuation) into a solid team effort for the client.

Lawrence's experience includes over 30 years of experience in financial services. An engineer by education, Lawrence applies a disciplined and systematic approach to coordinating all the client's financial affairs for the long-term success of the family.

A proud veteran of the United States Air Force, Lawrence is an avid golfer. He also gives time to fundraising for several charitable organizations. A cancer survivor himself, the American Cancer society is a primary focus of Lawrences efforts along with the Societies for Diabetes and Disabilities.