Kevin P. Bish

SAFE HARBOR WEALTH MANAGEMENT

Beavercreek, OH 45431

CRD#: 8127394

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Professional summary

Kevin P Bish is a registered financial advisor currently at SAFE HARBOR WEALTH MANAGEMENT, LLC located in Beavercreek, Ohio.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kevin has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin P Bish's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 12, 2025 - Present

SAFE HARBOR WEALTH MANAGEMENT, LLC

Office #1: 4031 Colonel Glenn Hwy Suite 122, Beavercreek, OH 45431

RIA

CRD#: 156743

Beavercreek, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/28/2025

Uniform Investment Adviser Law Examination

Current Firm

SAFE HARBOR WEALTH MANAGEMENT, LLC

CRD#: 156743 / SEC#:

Florida

Registered Investment Advisory firm - (7/21/2020 Approved)

Ohio

Registered Investment Advisory firm - (5/27/2011 Approved)

Texas

Registered Investment Advisory firm - (8/1/2025 Conditional Restricted)

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Contact information

Main Address

6099 Frantz Road, Dublin, OH 43017

Mailing Address

Phone number

(614) 760-0670

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	272
AUM (Assets Under Management)	$ 28,421,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin P. Bish

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin P Bish's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAFE HARBOR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2025

Current Firm

SAFE HARBOR WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAFE HARBOR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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