William Bolander, financial advisor Cincinnati OH

William Bolander

CRD Number: 1379240
Current Firm: L.m. Kohn & Company

William Bolander (CRD# 1379240) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
L.m. Kohn & Company Cincinnati, OH May 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2003
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for William D. Bolander
Phone Number: 513-792-0301
Firm Website: http://www.lmkohn.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    5,706
    ACCOUNTS
  • Average Account Value
    $292,883
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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