Dean Kohmann (CRD# 2915507) is an Investment Advisor Representative working at Kohmann Bosshard Financial Services, LLC in Akron, OH and has over 25 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | Akron, OH | Jul 2015 - Current | 8 |
| Valmark Securities, Inc. | Akron, OH | Aug 2011 - Current | 12 |
| Valmark Advisers, Inc. | Akron, OH | Sep 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
- OH
- TX
-
Total Assets Under Management749MILLIONS
-
Total Number of Accounts1,019ACCOUNTS
-
Average Account Value$734,852
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
FL, MA, OH, TX
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