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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | CINCINNATI, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Oct 4, 2022 | n/a | yes | CINCINNATI, OH|PLYMOUTH, MN | Current employment |
| BOHMER KILCOYNE WEALTH MANAGEMENT, LLC | Former SEC adviser | Sep 4, 2013 | Nov 1, 2022 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 29, 2001 | Oct 8, 2020 | no | WEST CHESTER, OH|CINCINNATI, OH|CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOHMER KILCOYNE WEALTH MANAGEMENT, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Nov 1, 2022 | Oct 4, 2022 | -28 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | BOHMER KILCOYNE WEALTH MANAGEMENT, LLC | Oct 8, 2020 | Sep 4, 2013 | -2,591 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 168419:116407:OH:2022-11-01 | Nov 1, 2022 | Oct 4, 2022 | CINCINNATI, OH | Firm change |
| 6413:168419:OH:2020-10-06 | Oct 8, 2020 | Sep 4, 2013 | CINCINNATI, OH | Firm change after gap |