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John Michael Kilcoyne

BOHMER KILCOYNE WEALTH MANAGEMENT, LLC·CINCINNATI, Ohio
Clean recordBOHMER KILCOYNE WEALTH MANAGEMENT, LLC
9360 MONTGOMERY ROAD, CINCINNATI, OH 45242CRD# 3221909Firm CRD# 168419

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Michael Kilcoyne · CINCINNATI, OH
Registration
CRD #3221909 · BOHMER KILCOYNE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Michael Kilcoyne is a registered financial advisor based in CINCINNATI, Ohio, affiliated with BOHMER KILCOYNE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BOHMER KILCOYNE WEALTH MANAGEMENT, LLC
BOHMER KILCOYNE WEALTH MANAGEMENT, LLC
AUM
$666M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at BOHMER KILCOYNE WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3221909
Firm CRD# 168419
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Michael Kilcoyne offer?
John Michael Kilcoyne specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.
What are John Michael Kilcoyne's credentials?
John Michael Kilcoyne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Kilcoyne located?
John Michael Kilcoyne is based in CINCINNATI, Ohio, working with BOHMER KILCOYNE WEALTH MANAGEMENT, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does John Michael Kilcoyne charge for services?
John Michael Kilcoyne'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 BOHMER KILCOYNE WEALTH MANAGEMENT, LLC?
BOHMER KILCOYNE WEALTH MANAGEMENT, LLC 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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Other Advisors at BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

David Bernard Haire
CINCINNATI, OH
Joshua Scott Haire
CINCINNATI, OH
Michael Sullivan Bohmer
CINCINNATI, OH

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Research
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