Best Investors
Account
Sign in
Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-08 |
| OH | RA | APPROVED | 2022-10-04 |
Branch Locations
9360 Montgomery Rd, Cincinnati, OH 45242 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspiriant Llc | Cincinnati | OH | 05/2016 | 12/2017 |
| Lpl Financial Llc | Cincinnati | OH | 01/2018 | 06/2025 |
| Bohmer Kilcoyne Wealth Management, Llc | Cincinnati | OH | 10/2018 | 09/2022 |
| Wealth Enhancement Advisory Services | Cincinnati | OH | 10/2022 | Present |
| Wealth Enhancement Group | Cincinnati | OH | 10/2022 | Present |
| Wealth Enhancement Brokerage Services | Cincinnati | OH | 10/2022 | Present |
Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 10/03/2022 - 180 Hours Per Month/150 Hours During Securities Trading - I provide investment advisory services through WEAL TH ENHANCEMENT ADVISORY SERVICES LL, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-14 |
Reach out to this advisor