Unclaimed Profile

David Bernard Haire

HBK WEALTH MANAGEMENT·CINCINNATI, Ohio

Clean recordHBK 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Bernard Haire is a registered financial advisor based in CINCINNATI, Ohio, affiliated with HBK WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

AUM

$666M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BOHMER KILCOYNE WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1715944

Firm CRD# 168419

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Bernard Haire offer?

David Bernard Haire specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are David Bernard Haire's credentials?

David Bernard Haire is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Bernard Haire located?

David Bernard Haire is based in CINCINNATI, Ohio, working with HBK WEALTH MANAGEMENT. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

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.

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