Alexander C. Hartzel

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

AKRON, OH 44333

CRD#: 8202236

Some features on this profile are disabled

Professional summary

Alexander Cole Hartzel is a registered financial advisor currently at KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. located in Akron, Ohio.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Alexander has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

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 Alexander Cole Hartzel's CRS (Customer Relationship Summary).

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

February 3, 2026 - Present

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

Office #1: 3421 Ridgewood Road Suite 125, Akron, OH 44333

RIA

CRD#: 138851

AKRON, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

BOSSHARD INVESTMENT MANAGEMENT CO., LLC | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. | BOSSHARD INVESTMENT MANAGEMENT COMPANY

CRD#: 138851 / SEC#: 801-79520

RIA

Registered Investment Advisory firm - (4/7/2014 Approved)

Ohio

Registered Investment Advisory firm - (4/10/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(2/3/2026)

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: 12/8/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 5/11/2021

Securities Industry Essentials Examination

Current Firm

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

BOSSHARD INVESTMENT MANAGEMENT CO., LLC | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. | BOSSHARD INVESTMENT MANAGEMENT COMPANY

CRD#: 138851 / SEC#: 801-79520

RIA

Registered Investment Advisory firm - (4/7/2014 Approved)

Ohio

Registered Investment Advisory firm - (4/10/2014 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3421 Ridgewood Road Suite 125, Akron, OH 44333

Mailing Address

Phone number

(330) 666-6886

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,396
AUM (Assets Under Management)	$ 910,747,727

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.

Similar Advisors

James Magyari

COMMONWEALTH FINANCIAL NETWORK

IAR

Solon, OH

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alexander C. Hartzel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Cole Hartzel's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

Primary Firm SEC Registration

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2025

SIE

Date: 5/11/2021

Current Firm

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

TRUST BUT VERIFY

Similar Advisors