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KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

AKRON, OH · CRD 138851 · IAPD ↗ · kohmannbosshard.com · 330-666-6886

$1.12BRegulatory AUM
6Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. notice-filed in CA, NC, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2026 — KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. crossed $1B in regulatory AUM ($910.7M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
61
April 2024 — KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. reported RAUM up 40% ($536.5M -> $748.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.