Raymond James Financial Services Advisors
43yrs
Top advisor by experience in College Station
19yrs
John Bohnsack
Full name on record: John Robert Bohnsack
Financial advisor at Integrated Planning & Wealth Management
John Bohnsack is a fiduciary financial advisor in College Station, Texas, with 19 years in the industry. After three years at Briaud Financial Advisors and a year at Thrivent Investment Management, John joined Integrated Planning & Wealth Management in 2025, a firm offering financial planning, investment management, and retirement plan consulting. John holds the CFP® designation.
One of 113 advisors with offices in College Station, and one of 99 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 64% of advisors in Texas
OfficeCollege Station, TX
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$779,484
Advisors at the firm4
States licensed ?1 state
Services through Integrated Planning & Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowIntegrated Planning & Wealth Management, LLCCurrent firm
- 2021 – 2024
- 2018 – 2021Briaud Financial AdvisorsPreviously
- Jul 2007 – May 2008Thrivent Investment Management Inc.Previously
Contact John
(317) 706-4748Integrated Planning & Wealth Management main office College Station, TXOffice · Get directions Firm websiteintegratedpwm.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Integrated Planning & Wealth Management at (317) 706-4748 and ask for John Bohnsack. John works from the College Station, TX office.
How long has John been a financial advisor?
John has been in the industry since 2007, about 19 years. More experience than 64% of advisors in Texas.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Integrated Planning & Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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