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Cassidy Kohmann

Kohmann Bosshard Financial Services, LLC.

Akron, OH

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Current Employers
Kohmann Bosshard Financial Services, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-23
  • OH RA
    APPROVED
    Since 2026-01-23

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
Revere High School Richfield OH 10/2015 06/2018
Grove City College Grove City PA 08/2018 05/2022
Ernst & Young Cleveland OH 09/2022 09/2024
Kohmann Bosshard Financial Services Fairlawn OH 10/2024 Present
Unemployed Cleveland OH 05/2022 09/2022
  • 10/2015 → 06/2018
    Revere High School
    Richfield, OH
  • 08/2018 → 05/2022
    Grove City College
    Grove City, PA
  • 09/2022 → 09/2024
    Ernst & Young
    Cleveland, OH
  • 10/2024 → Present
    Kohmann Bosshard Financial Services
    Fairlawn, OH
  • 05/2022 → 09/2022
    Unemployed
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-08
  • S65 Uniform Investment Adviser Law Examination
    2025-12-08
Other Names
  • Cassidy Kaylee Kohmann
  • Cassidy Hartzel
  • Cassidy Kohmann Hartzel

View on SEC IAPD

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Other Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE
MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
VALMARK ADVISERS, INC. · Fairlawn, OH

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