A complete list of active advisors currently associated with Kohmann Bosshard Financial Services, LLC.

Warmer can help you find a great advisor at Kohmann Bosshard Financial Services, LLC. or one who fits your needs even better.

Kohmann Bosshard provides fee-based investment management, comprehensive financial planning, retirement plan consulting, selection of independent managers, and project-based consultation to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and plan sponsors. Services range from ongoing portfolio management and monitoring to limited-scope consulting engagements and plan‑sponsor advisory. The firm emphasizes individualized investment advice grounded in strategic asset allocation and a belief in efficient markets, typically implementing diversified portfolios with ETFs and low‑cost mutual funds to limit trading costs and tax impact. Portfolios are actively monitored and rebalanced within target ranges, with the firm able to accept limited discretionary authority and to recommend independent managers where appropriate rather than attempting market timing. A notable feature of the firm is its scale relative to staff: it manages roughly $1.12 billion in client assets with a small advisory team, producing an unusually high AUM per advisor compared with many peers. Kohmann Bosshard couples that scale with both individualized wealth management and institutional‑style consulting to plan sponsors, and maintains formalized written policies and ongoing compliance oversight tied to its advisory processes.

To learn more about the advisors currently working at Kohmann Bosshard Financial Services, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.