Unclaimed
Michael Bohmer is a registered representative with Wealth Enhancement Advisory Services, LLC, a firm that provides financial advisory services. Michael has been in the industry since 1996 and is licensed in 35 states. Michael has a variety of designations and certifications, including the Series 7, Series 6, Series 31, and Series 63. He has worked in the financial services industry for over 25 years. Michael specializes in investment planning, retirement planning, and wealth management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
OH
10/04/2022 - Present
Wealth Enhancement Advisory Services, LLC (CINCINNATI OH)
OH
07/14/1997 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
MA
10/07/1996 - 05/09/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/07/1996 - 05/09/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2004
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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