Dean Douglas Kohmann
Investment adviser representative at Kohmann Bosshard Financial Services, LLC.
15 yearsExperience
2 statesRegistered in
$1.1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Kohmann Bosshard Financial Services, LLC.Jul 2015 to now
- Valmark Securities, Inc.Aug 2011 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Kohmann Bosshard Financial Services, LLC.
$1.1BAssets managed
510Clients
3Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2915507
- Firm CRD
- 138851