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Bethany Bohmer Huffman

Huffman Wealth Management

Cincinnati, OH

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Current Employers
Huffman Wealth Management

8170 Corporate Park Drive Suite 100, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2022-11-07
FL RA APPROVED 2022-10-27
OH RA APPROVED 2022-07-20
  • KY RA
    APPROVED
    Since 2022-11-07
  • FL RA
    APPROVED
    Since 2022-10-27
  • OH RA
    APPROVED
    Since 2022-07-20

Branch Locations

8170 Corporate Park Drive Suite 100, Cincinnati, OH 45242 • 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
Lpl Financial Corporation Cincinnati OH 03/2009 07/2024
Bohmer Kilcoyne Wealth Management Llc Cincinnati OH 09/2013 09/2022
Huffman Wealth Management, Llc Cincinnati OH 07/2022 Present
  • 03/2009 → 07/2024
    Lpl Financial Corporation
    Cincinnati, OH
  • 09/2013 → 09/2022
    Bohmer Kilcoyne Wealth Management Llc
    Cincinnati, OH
  • 07/2022 → Present
    Huffman Wealth Management, Llc
    Cincinnati, OH
Previous Registrations
  • 2013-09-06 → 2022-09-30
    Bohmer Kilcoyne Wealth Management, Llc
    Sarasota, FL
    Cincinnati, OH
    Cincinnati, OH
  • 2010-05-06 → 2020-10-06
    Cincinnati, OH
    Sarasota, FL
    Cincinnati, OH
    Cincinnati, OH
    Cincinnati, OH
Other Businesses

1. 7/5/2018 - No Business Name (I do this in the course of my ordinary business, I don't hold this out as a service) - Not Investment Related - 8170 Corporate Park Drive, Suite 100 Cincinnati OH 45242 - Other-Notary - Notary Public - Start Date:01/31/2018 - 1 Hours Per Month/1 Hours During Trading - State of Ohio Notary. I notarize documents that need to be notarized. I have no title. 2. 10/19/2021 - Diversified Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 01/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. Sells insurance products. 3. 09/8/2022 Huffman Wealth Management, LLC - Investment Related - 8170 Corporate Park Drive, Suite 100 Cincinnati OH 45242 - Started 09/8/2022 - 160 Hours Per Month/7 Hours During Securities Trading; I sell insurance and other products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-04
  • S66 Uniform Combined State Law Examination
    2010-05-04
Designations
Other Names
  • Bethany Bohmer
  • Bethany Ann Bohmer

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