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Dean Douglas Kohmann

Kohmann Bosshard Financial Services, LLC.

Akron, OH

CRD 2915507

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Employer firm

Kohmann Bosshard Financial Services, LLC. CRD 138851

$1.12B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • CONSULTATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Kohmann Bosshard Financial Services, Llc.

3421 Ridgewood Road Suite 125, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-05-20
OH RA APPROVED 2015-07-20
  • TX RA
    APPROVED_RES
    Since 2016-05-20
  • OH RA
    APPROVED
    Since 2015-07-20

Branch Locations

3421 Ridgewood Road Suite 125, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities, Inc. Akron OH 08/2011 02/2022
Kohmann Bosshard Financial Services, Llc Akron OH 07/2015 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-03-25
  • S63 Uniform Securities Agent State Law Examination
    1999-03-25

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC

Nearby Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH

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