Excellence in Finance Technology Award Winner – Victoria Bogner, CEO, McDaniel Knutson Financial Partners
Victoria Bogner is a highly qualified professional with impressive credentials, holding designations such as CFP®, CFA, and AIF®. Currently serving as the Director of Client Experience at Allworth Financial, she brings a wealth of expertise and knowledge to her role. Victoria’s educational background includes studies at Kansas State University, showcasing her commitment to continuous learning and professional development.
With over 8,222 followers and 500+ connections, Victoria is a respected figure in the financial industry. Her affiliations with McDaniel Knutson Financial Partners/Affinity Financial Advisors demonstrate her experience in offering securities and advisory services through reputable organizations like Cetera Advisor Networks LLC. As a Registered Representative, she ensures that clients receive top-notch service and guidance in their financial endeavors.
Based in Lawrence, Kansas, Victoria operates within the framework of regulatory bodies such as FINRA and SIPC to ensure compliance and ethical practices in her services. Her role at Affinity Financial Advisors, a Registered Investment Advisor, reflects her dedication to providing comprehensive financial guidance to clients through a reputable and trusted platform.
With a strong commitment to professionalism and client satisfaction, Victoria excels in her role by delivering personalized financial solutions tailored to meet the unique needs of each individual. Her expertise, combined with a customer-centric approach, makes her a valuable asset in the financial industry. Victoria’s dedication to excellence and integrity shines through in her work, earning the trust and admiration of her colleagues and clients alike.
About McDaniel Knutson Financial Partners:
McDaniel Knutson Financial Partners has been in business since 1981. Their advisors have over 125 years of experience combined. McDaniel Knutson is a full-service financial planning organization. They focus their commitment on being a partner and advocate for every client.
► Their Purpose: To use their knowledge, skills & resources to increase clients’ capacity to live & to give.
► Who They Are: When you hire McDaniel Knutson, you’re getting a partner and advocate in your financial affairs, not just your financial advisor.
►Who They Serve:
♦ University professors, presidents, chancellors, and administrators
♦ Individuals and families who want to protect their assets and focus on reaching their most important goals
♦ People who want to make a difference, have a focus on philanthropy and want to give back to important concerns
♦ Small business owners seeking to establish financial security for themselves and employees
►Philanthropic Vision – Partnering with Clients: Their vision is to inspire philanthropy and we want to help increase their clients’ capacity to live and to give. We’ll show you how you can leave an extraordinary legacy – for your loved ones and for the causes that matter to you.
►Their University of Kansas Connection: Since 1981, McDaniel Knutson has worked with KU faculty and staff on their retirement plans. Whatever stage of life you’re in, we can help you with your retirement-planning questions.
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