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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-10-04
  • OH RA
    APPROVED
    Since 2022-10-04

Branch Locations

9360 Montgomery Rd, Cincinnati, OH 45242 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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 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
  • 03/2001 → 06/2025
    Cincinnati, OH
  • 08/2013 → 09/2022
    Bohmer Kilcoyne Wealth Management, Llc
    Cincinnati, OH
  • 10/2022 → Present
    Wealth Enhancement Advisory Services
    Cincinnati, OH
  • 10/2022 → Present
    Wealth Enhancement Group
    Cincinnati, OH
  • 10/2022 → Present
    Wealth Enhancement Brokerage Services
    Cincinnati, OH
Previous Registrations
  • 2013-09-04 → 2022-11-01
    Bohmer Kilcoyne Wealth Management, Llc
    Cincinnati, OH
    Cincinnati, OH
  • 2001-03-29 → 2020-10-08
    West Chester, OH
    Cincinnati, OH
    Cincinnati, OH
    Cincinnati, OH
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-05-19
  • S63 Uniform Securities Agent State Law Examination
    1999-05-19
Designations

View on SEC IAPD

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