Bethany Huffman (CRD# 5640182) is an Investment Advisor Representative working at Huffman Wealth Management in Cincinnati, OH and has over 13 years of experience in the finance industry. Bethany Huffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6626957
Kld Wealth Management
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Huffman Wealth Management, LLC | Cincinnati, OH | Jul 2022 - Current | 1 |
| Lpl Financial Corporation | Cincinnati, OH | Mar 2009 - Current | 15 |
| Bohmer Kilcoyne Wealth Management LLC | Cincinnati, OH | Sep 2013 - Sep 2022 | 9 |
| Lpl Financial, LLC | West Chester, OH | Mar 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- FL
- KY
- OH
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts468ACCOUNTS
-
Average Account Value$118,433
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, KY, OH
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