Kohmann Bosshard Financial Services, LLC

Kohmann Bosshard Financial Services, LLC (CRD# 138851) is a financial advisory firm headquartered in Akron, OH. They manage $104,041,304 in 221 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $470,775
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

OH, TX

Financial Advisors at Kohmann Bosshard Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dean D. Kohmann
CRD#: 2915507
130 Springside Drive, Suite 210, Akron, OH 44333
93
Wealthminder
score

Dean Kohmann (CRD# 2915507) is an Investment Advisor Representative working at Kohmann Bosshard Financial Services, LLC in Akron, OH and has over 17 years of experience in the finance industry.

2
Otto Bosshard
CRD#: 26543
130 Springside Drive, Suite 210, Akron, OH 44333
90
Wealthminder
score

Otto Bosshard (CRD# 26543) is an Investment Advisor Representative working at Kohmann Bosshard Financial Services, LLC in Akron, OH and has 1 year of experience in the finance industry.

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