Unclaimed Profile

Joshua Scott Haire

HBK WEALTH MANAGEMENT·CINCINNATI, Ohio

SIE, Series 6TO, Series 7, Series 66CFPClean record18 years registeredHBK WEALTH MANAGEMENT

9360 MONTGOMERY ROAD, CINCINNATI, OH 45242CRD# 5496313Firm CRD# 168419

Profile Verification

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

Identity

Joshua Scott Haire · CINCINNATI, OH

Registration

CRD #5496313 · HBK WEALTH MANAGEMENT · 18 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Jan 2017 – present

HBK WEALTH MANAGEMENT

Sep 2013 – Jan 2017

CINCINNATI, OH

LPL FINANCIAL LLC

Jun 2013 – Oct 2015

CINCINNATI, OH

INDIE ASSET PARTNERS, LLC

Sep 2010 – Dec 2011

INDIANAPOLIS, IN

LPL FINANCIAL CORPORATION

Apr 2008 – Oct 2010

CARMEL, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 66

Registration record

First registered · April 18, 2008

Years registered · 18

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

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Frequently Asked Questions

What services does Joshua Scott Haire offer?

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

What are Joshua Scott Haire's credentials?

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

Where is Joshua Scott Haire located?

Joshua Scott 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 Joshua Scott Haire charge for services?

Joshua Scott 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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