Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Cincinnati | OH | 03/2001 | 06/2025 |
| Bohmer Kilcoyne Wealth Management, Llc | Cincinnati | OH | 08/2013 | 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 |
1) 01/11/2012 - JOHN M. KILCOYNE - Investment Related - TAX PREP/ACCOUNTING/BOOKKEEPING - 1% OF TIME SPENT - TAX PREPARATION. 2) 10/21/2014 - HAT CREEK CAPITAL PARTNERS - Investment Related - 9360 Montgomery Rd., Cincinnati OH 45242 - REAL ESTATE RENTAL - 4 Hours Per Month/0 Hours During Securities Trading. 3) 10/19/2022 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 10/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 160 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 | 1999-05-19 |
Reach out to this advisor