Unclaimed Profile

Otto Bosshard

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.·AKRON, Ohio

SIE, Series 00, Series 6Clean record20 years registeredKOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

130 SPRINGSIDE DRIVE, AKRON, OH 44333CRD# 26543Firm CRD# 138851

Profile Verification

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

Identity

Otto Bosshard · AKRON, OH

Registration

CRD #26543 · KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

Feb 2015 – Jun 2017

AKRON, OH

VALMARK ADVISERS, INC.

Sep 2010 – Mar 2016

AKRON, OH

BOSSHARD INVESTMENT MANAGEMENT CO., LLC

Feb 2006 – Apr 2014

AKRON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 00

Series 6

Registration record

First registered · February 1, 2006

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 Otto Bosshard offer?

Otto Bosshard specializes in Financial Planning, Investment Management, Wealth Management.

What are Otto Bosshard's credentials?

Otto Bosshard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Otto Bosshard located?

Otto Bosshard is based in AKRON, Ohio, last registered with KOHMANN BOSSHARD FINANCIAL SERVICES, LLC..

How does Otto Bosshard charge for services?

Otto Bosshard'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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