Bethany Bohmer Huffman

Employer firm

Huffman Wealth Management CRD 322238

$85.6M regulatory AUM 97 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Lpl Financial Llc
  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

• S66 Uniform Combined State Law Examination
  2010-05-04

Designations

• Certified Financial Planner

Other Names

• Bethany Bohmer
• Bethany Ann Bohmer