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      victoria-bogner

      Victoria Bogner

      Partner Advisor

      Designations: CFP®, CFA, AIF®

         785-841-4664

         LinkedIn Profile

       

      With approaching twenty years of experience working with clients to build better financial futures, CERTIFIED FINANICAL PLANNER™ professional Victoria Bogner is a partner-advisor in Allworth’s Lawrence, Kansas office. An oft-quoted resource in numerous financial sector publications, and a proud graduate of Kansas State University, where she majored in Mathematics and minored in both Computer Science and Japanese, in 2018, Victoria was recognized as an InvestmentNews’ 40 Under 40 honoree, a yearly compilation of the top young professionals in the financial services industry nationwide.

      Why People Work With Us

      Your goals are unique, and that's how we advise you.

      But why would you choose to work with us? 

      Here are six reasons to consider:

      1. We're Fiduciaries

      Being a fiduciary means we are legally obligated to only give you advice that’s in your best interests. Even if you don’t work with us, make sure you work with a full-time fiduciary.  

      2. Fee-Based

      Being fee-based means our economic interests are aligned with yours. If you are successful, we are successful. It also means you aren’t tied up for years in complicated products. And while we work to make sure it never happens? You can fire us at any time. 

      3. Retirement Focused

      We help people retire well. While we have many clients that are not yet near retirement, and many others who could retire at any time, but choose not to, we focus on helping you prepare for life after you’ve stopped working full-time. With thousands of clients, this means we’ve seen just about every retirement scenario possible.

      4. Our Advisors are Advisors, Not Salespeople

      We have a team approach to advising, which means our advisors not only don’t compete, they actually work together to help you thrive. (Surprisingly, this is not typical in our industry.)

      5. We Give Honest, Direct Advice

      We pride ourselves on giving advice that is not only honest, but direct. Sometimes, that means giving you recommendations and advice you need to hear. We believe that plain-spoken, direct advice will better help you reach your goals. You deserve that. 

      6. Education Driven

      Deciding who to work with can be a complicated process. How do you know who is good? Who can you trust? We offer free education on important topics, specifically so you “can kick our tires.” Read our articles, watch our videos, and come to our live events. There’s no obligation. If you like what you see, let’s talk. 

       

      Let us make it very clear to you: Your concerns are our concerns, and we will only give you advice if we think we can help you, and only after creating a plan that we believe is the best road for you to take to reach your investment and retirement goals.

      We’re Allworth Financial. Experienced, straightforward, credentialed fiduciary advice that has your best interests in mind 100% of the time. 

      About Allworth Financial

      blue line

      30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

      Then, as now, we believed we could do better — because you and your money deserve better.

      With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

      Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

      You get a financial ally for life.

      97% of Clients Stay With Us2

      27,000+ Clients

      Best Financial Advisory Firms

      USA Today8

      14th Ranked RIA

      Barron's1

      30 Years in Business

      $26 Billion AUM4

      Best in Class Ethics

      NBRI9

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        Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy

        Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.

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        1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

         2 Retention Rate Source: Allworth Internal Data, FY 2022

        3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

        4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration. 

        5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

        6  2021 Value of an Advisor Study / Russel Investments

        7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

        8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

        9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.

        ✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

        ✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

        †Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

        Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

        Important Information

        The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such.

        Allworth Financial, LP (“Allworth”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of the information presented. While efforts are made to ensure the information’s accuracy, it is subject to change without notice. Allworth conducts a reasonable inquiry to determine that information provided by third party sources is reasonable, but cannot guarantee its accuracy or completeness. Opinions expressed are also subject to change without notice and should not be construed as investment advice.

        The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.