Hbk Wealth Management

Hbk Wealth Management (CRD# 168419) is a financial advisory firm headquartered in Cincinnati, OH. They manage $317,139,785 in 1,026 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    317
    MILLION
  • Total Number of Accounts
    1,026
    ACCOUNTS
  • Average Account Value
    $309,103
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, IN, KY, NC, OH, TX

Financial Advisors at Hbk Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
David B. Haire
CRD#: 1715944
9360 Montgomery Road, Cincinnati, OH 45242
96
Wealthminder
score

David Haire (CRD# 1715944) is an Investment Advisor Representative working at Hbk Wealth Management in Cincinnati, OH and has over 29 years of experience in the finance industry. David Haire 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.

2
Mary K. Herrington
CRD#: 4582994
9360 Montgomery Road, Cincinnati, OH 45242
96
Wealthminder
score

Mary Herrington (CRD# 4582994) is an Investment Advisor Representative working at Hbk Wealth Management in Cincinnati, OH and has over 13 years of experience in the finance industry. Mary Herrington 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.

3
John M. Kilcoyne
CRD#: 3221909
9360 Montgomery Road, Cincinnati, OH 45242
96
Wealthminder
score

John Kilcoyne (CRD# 3221909) is an Investment Advisor Representative working at Hbk Wealth Management in Cincinnati, OH and has over 17 years of experience in the finance industry. John Kilcoyne 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.

4
Michael S. Bohmer
CRD#: 2790985
9360 Montgomery Road, Cincinnati, OH 45242
93
Wealthminder
score

Michael Bohmer (CRD# 2790985) is an Investment Advisor Representative working at Hbk Wealth Management in Cincinnati, OH and has over 20 years of experience in the finance industry.

5
Joshua S. Haire
CRD#: 5496313
9360 Montgomery Road, Cincinnati, OH 45242
93
Wealthminder
score

Joshua Haire (CRD# 5496313) is an Investment Advisor Representative working at Hbk Wealth Management in Cincinnati, OH and has over 8 years of experience in the finance industry.

6
Bethany B. Huffman
CRD#: 5640182
9360 Montgomery Road, Cincinnati, OH 45242
93
Wealthminder
score

Bethany Huffman (CRD# 5640182) is an Investment Advisor Representative working at Hbk Wealth Management in Cincinnati, OH and has over 6 years of experience in the finance industry.

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