KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
SEC RegisteredInvesting Inside The Box
About the firm
Founded in 2006, Kohmann Bosshard is a trusted name in wealth management and financial planning. Built on integrity, expertise, and a commitment to serving every client with the highest standards of care, the firm offers investment management and comprehensive financial planning services through a disciplined, index-fund-based approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Kohmann Bosshard offers investment management (portfolio management, index fund selection, tax-smart asset location, rebalancing, and performance tracking) and financial planning services covering tax planning, retirement planning, estate planning, education planning, charitable giving, and insurance analysis, all delivered with personalized white-glove service.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 256 | $113M |
| High Net Worth Individuals | 219 | $893M |
| Charitable Organizations | 1 | $1.6M |
| State/Municipal Entities | 15 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2 million | 0.85% |
| Additional $2,000,001 - $4,000,000 | 0.65% |
| Additional $4,000,000+ | 0.50% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. 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 the SEC or FINRA websites before making any decision.