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Alexander Cole Hartzel

Investment Adviser Representative at KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

AKRON, OHCRD #8202236Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
1 states
Exams Passed
2

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Ohio
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/8/2025
SIE
Securities Industry Essentials Examination
Passed 5/11/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2 million0.85%
Additional $2,000,001 - $4,000,0000.65%
Additional $4,000,000+0.50%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

KOHMANN BOSSHARD FINANCIAL Services, LLC. Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Cole Hartzel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Alexander Cole Hartzel - Financial Advisor in AKRON, OH | AdvisorFinder