Unclaimed Profile

David Bernard Haire

HBK WEALTH MANAGEMENT·CINCINNATI, Ohio

SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 62, Series 63CFPClean record26 years registeredHBK WEALTH MANAGEMENT

9360 MONTGOMERY ROAD, CINCINNATI, OH 45242CRD# 1715944Firm CRD# 168419

Profile Verification

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

Identity

David Bernard Haire · CINCINNATI, OH

Registration

CRD #1715944 · HBK WEALTH MANAGEMENT · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HBK WEALTH MANAGEMENT

CAPTRUST

Jan 2017 – Mar 2020

CINCINNATI, OH

HBK WEALTH MANAGEMENT

Sep 2013 – Jan 2017

CINCINNATI, OH

LPL FINANCIAL LLC

Oct 1999 – Oct 2015

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 51

Series 62

Series 63

Registration record

First registered · October 15, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

CRD 168419 · SEC 801-78501

AUM

$666M

Regulatory assets under management

Employees

1,112 client accounts

Services offered by BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BOHMER KILCOYNE WEALTH MANAGEMENT, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Bernard Haire offer?

David Bernard Haire specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are David Bernard Haire's credentials?

David Bernard Haire holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Bernard Haire located?

David Bernard Haire is based in CINCINNATI, Ohio, last registered with HBK WEALTH MANAGEMENT.

How does David Bernard Haire charge for services?

David Bernard Haire's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HBK WEALTH MANAGEMENT?

HBK WEALTH MANAGEMENT has approximately 9 employees and manages $666M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →