Finding a specific person’s contact info usually feels like a scavenger hunt where the prize is a "No-Reply" inbox. If you’re hunting for the victoria bogner allworth email, you’re likely trying to connect with a high-level financial strategist who doesn't exactly leave her personal address written on bathroom stalls. Victoria Bogner is a Partner Advisor and the Head of Advanced Wealth Planning at Allworth Financial. She's got a big job. She oversees teams that handle complex wealth strategies for high-net-worth individuals, which means she’s busy.
Honestly, people usually look for her email for one of two reasons. Either they want her expertise on something like tax-efficient investing, or they’ve seen her name in recent industry reports and need to discuss an account.
The Direct Route to Victoria Bogner
Let's skip the fluff. If you need to send a victoria bogner allworth email, you have to understand how large firms like Allworth Financial structure their communication. They don't just put every partner's direct inbox on the homepage because they'd be buried in spam within an hour.
The standard professional email format for Allworth Financial typically follows a specific pattern. Most employees use the first.last@allworthfinancial.com or v.last@allworthfinancial.com structure. However, reaching out "cold" to a Partner Advisor is a hit-or-miss game. You're better off using the official channels that ensure your message actually gets tracked and answered by her team.
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You can reach her office in Lawrence, Kansas, at (785) 841-4664. That’s usually the fastest way to get a human being on the phone who can direct your inquiry to the right assistant. If you're dead set on digital communication, the Allworth Financial website has a "Talk with an Advisor" portal that funnels your request directly to the appropriate planning team.
Why the Allworth Connection Matters
Victoria didn't start at Allworth. She was the CEO of McDaniel Knutson Financial Partners before it joined forces with the Allworth brand. This is a common move in the finance world—boutique firms with specialized expertise get snatched up by larger powerhouses to lead specific divisions.
Because of this transition, some older contact info might still be floating around for her under the McDaniel Knutson or Cetera Advisor Networks domains. If you’re sending emails to an old @mcdanielknutson.com address, there’s a good chance it’s just bouncing or sitting in an unmonitored server. You need to update your records to the Allworth domain if you want a response.
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What Victoria Bogner Actually Does
She isn't just a "stock picker." That's a huge misconception. Her credentials—CFP®, CFA®, and AIF®—suggest she’s more of a financial architect.
- CFP® (Certified Financial Planner): This means she looks at the whole picture—insurance, taxes, estate planning, the works.
- CFA® (Chartered Financial Analyst): This is the "math heavy" side. It's one of the hardest designations to get in finance and focuses on deep investment analysis.
- AIF® (Accredited Investment Fiduciary): This is the "good person" badge. It means she is legally and ethically bound to put the client's interests above her own or the firm's.
Kinda impressive, right? She’s often quoted in the Wall Street Journal and New York Times because she can explain why the market is acting crazy without using too much jargon. She’s also known for her "funded contentment" philosophy—the idea that money is just a tool to live the life you actually want, not just a number to grow for the sake of growing.
Addressing the Recent Headlines
If you're searching for her email because of a news alert, you probably saw something about a pending customer dispute from July 2024. In the interest of being totally transparent, there is a record on FINRA’s BrokerCheck regarding a $210,000 claim involving a recommendation for a non-traded business development company (BDC).
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This happened while she was with her previous firm, Cetera Advisor Networks. In the finance world, "unsuitable investment" is a serious allegation, but it's also a common legal avenue for investors when an alternative investment doesn't perform as expected. It hasn't been settled or adjudicated yet, so it's currently just an "allegation." If this is why you're looking for the victoria bogner allworth email, you might actually want to contact the firm’s compliance department or a legal representative rather than the advisor directly.
How to Get a Response
If you are a prospective client or a current one trying to get through, keep your email short. Seriously. High-level advisors get hundreds of messages a day.
- Subject Line: Use something specific like "Question regarding Advanced Wealth Planning Webinar" or "New Inquiry: [Your Name] Portfolio Review."
- The Hook: Mention a specific article she wrote or a podcast she appeared on. She’s a regular on the "Money Matters" show.
- The Ask: Don't ask for a "quick call" without saying what it's about. Be clear. "I have questions about RSU tax strategies" is much better than "I want to talk about my money."
Summary of Contact Details
| Method | Information |
|---|---|
| Physical Office | 3705 Clinton Pkwy, Suite 200, Lawrence, KS 66047 |
| Phone | (785) 841-4664 |
| Primary Firm | Allworth Financial |
| Secondary Firm | AW Securities (Brokerage) |
Next Steps for Contacting Victoria Bogner
If you’re ready to reach out, your first move should be visiting the official Allworth Financial "Our Team" page for the Lawrence, Kansas office. This ensures you have the most current, secure link to their contact forms. If you are specifically looking to resolve a dispute or have a legal inquiry, your best bet is to look up her CRD number (5048328) on the FINRA BrokerCheck website to see the official record and the firm’s designated contact for such matters. For everyone else, a professional inquiry through the Allworth portal is the most reliable way to get on her radar.