KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

AKRON, Ohio·4 registered advisors·CRD# 138851
SEC# 801-795200330-666-6886
01

Firm Overview

AUM
$749M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

4 registered advisors
Dean Douglas Kohmann
AKRON, Ohio
Lynn Marie Goebel
AKRON, Ohio
Mitchell T. Deane
AKRON, Ohio
Otto Bosshard
AKRON, Ohio
05

Office Locations

AKRON, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. (CRD# 138851) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.