Unclaimed Profile

Lynn Marie Goebel

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.·AKRON, Ohio

SIE, Series 7, Series 24, Series 51, Series 63, Series 99TOClean record20 years registeredKOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

130 SPRINGSIDE DRIVE, AKRON, OH 44333CRD# 5008554Firm CRD# 138851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lynn Marie Goebel · AKRON, OH

Registration

CRD #5008554 · KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. · 20 years registered

Brand Profile

Not yet started

Career History

VALMARK ADVISERS, INC.

May 2006 – present

VALMARK SECURITIES, INC.

Aug 2005 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 99TO

Registration record

First registered · August 30, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

CRD 138851 · SEC 801-79520

AUM

$749M

Regulatory assets under management

Employees

1,019 client accounts

Services offered by KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. →

Introduction

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Frequently Asked Questions

What services does Lynn Marie Goebel offer?

Lynn Marie Goebel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AKRON, Ohio for a consultation.

What are Lynn Marie Goebel's credentials?

Lynn Marie Goebel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lynn Marie Goebel located?

Lynn Marie Goebel is based in AKRON, Ohio, working with KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.. Their office serves clients in the AKRON metropolitan area and surrounding communities.

How does Lynn Marie Goebel charge for services?

Lynn Marie Goebel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.?

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. has approximately 4 employees and manages $749M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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