Unclaimed Profile

Michael Sullivan Bohmer

BOHMER KILCOYNE WEALTH MANAGEMENT, LLC·CINCINNATI, Ohio

SIE, Series 6, Series 7, Series 30, Series 31, Series 63Clean record25 years registeredBOHMER KILCOYNE WEALTH MANAGEMENT, LLC

9360 MONTGOMERY ROAD, CINCINNATI, OH 45242CRD# 2790985Firm CRD# 168419

Profile Verification

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

Identity

Michael Sullivan Bohmer · CINCINNATI, OH

Registration

CRD #2790985 · BOHMER KILCOYNE WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Oct 2022 – present

BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

Sep 2013 – Nov 2022

CINCINNATI, OH

LPL FINANCIAL LLC

Mar 2001 – Oct 2015

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 30

Series 31

Series 63

Registration record

First registered · March 29, 2001

Years registered · 25

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 Michael Sullivan Bohmer offer?

Michael Sullivan Bohmer specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Michael Sullivan Bohmer's credentials?

Michael Sullivan Bohmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Sullivan Bohmer located?

Michael Sullivan Bohmer 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 Michael Sullivan Bohmer charge for services?

Michael Sullivan Bohmer'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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