BBB Accredited Business Profile

HBK Wealth Management LLC

HBK Wealth Management LLC

(513) 942-9700

HBK Wealth Management LLC

31 years in business
9360 Montgomery Road
Montgomery, OH 45242
Fax Numbers
  • (513) 942-9701
Additional Phone Numbers
  • (877) 942-9701
Additional Email Addresses
  • m.bohmer@hbkwealthmanagement.com
  • j.kilcoyne@hbkwealthmanagement.com
BBB File Opened: 02/14/2000
Business Started: 01/01/1987
Business Incorporated: 04/01/1999 in OH
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. John Kilcoyne, Co-Owner/Principle
  • Mr. Michael Bohmer, Co-owner/Principle
  • Mr. David B. Haire, President
Business Category
  • Financial Planning Consultants
  • Investment Security

Alternate Business Names
  • Haire-Bohmer Wealth Management Group, LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of CRD# 1715944 for this business, issued by FINRA

    FINRA
    1735 K Street, NW, Washington, DC 20006
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

BBB accredited business

A+

Overview

HBK Wealth Management LLC offers financial planning services and securities sales.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

HBK Wealth Management LLC

HBK Wealth Management LLC

BBB ACCREDITATION SINCE 06/28/2000

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