L.m. Kohn & Company

L.m. Kohn & Company (CRD# 27913) is a financial advisory firm headquartered in Cincinnati, OH. They manage $559,270,405 in 1,793 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    559
    MILLION
  • Total Number of Accounts
    1,793
    ACCOUNTS
  • Average Account Value
    $311,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA, WV

Financial Advisors at L.m. Kohn & Company
Showing 1 - 10 of 65 top financial advisors.
1
Dustin B. Beam
CRD#: 4252465
7333 Paragon Rd., Suite 230, Dayton, OH 45459
96
Wealthminder
score

Dustin Beam (CRD# 4252465) is an Investment Advisor Representative working at L.m. Kohn & Company in Dayton, OH and has over 16 years of experience in the finance industry. Dustin Beam has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard J. Butler
CRD#: 1344553
10151 Carver Rd., Suite 100, Cincinnati, OH 45242
96
Wealthminder
score

Richard Butler (CRD# 1344553) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 31 years of experience in the finance industry.

3
William C. Loomis
CRD#: 1014117
10151 Carver Rd., Suite 100, Cincinnati, OH 45242
96
Wealthminder
score

William Loomis (CRD# 1014117) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 35 years of experience in the finance industry. William Loomis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Alan R. Sabato
CRD#: 809685
9200 Montgomery Rd., Suite 9a, Cincinnati, OH 45242
96
Wealthminder
score

Alan Sabato (CRD# 809685) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 22 years of experience in the finance industry.

5
Justin E. Seitz
CRD#: 5273437
2133 Luray Ave., Cincinnati, OH 45206
96
Wealthminder
score

Justin Seitz (CRD# 5273437) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 9 years of experience in the finance industry. Justin Seitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jeffrey L. Adkins
CRD#: 2402104
10151 Carver Rd., Suite 100, Cincinnati, OH 45242
93
Wealthminder
score

Jeffrey Adkins (CRD# 2402104) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 23 years of experience in the finance industry.

7
Paul E. Bestehorn
CRD#: 2897592
10151 Carver Rd., Suite 100, Cincinnati, OH 45242
93
Wealthminder
score

Paul Bestehorn (CRD# 2897592) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 19 years of experience in the finance industry.

8
William D. Bolander
CRD#: 1379240
10151 Carver Rd., Suite 100, Cincinnati, OH 45242
93
Wealthminder
score

William Bolander (CRD# 1379240) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 13 years of experience in the finance industry.

9
Richard W. Boschert
CRD#: 5784467
1450 W. Long Lake Rd., Suite 150, Troy, MI 48098
93
Wealthminder
score

Richard Boschert (CRD# 5784467) is an Investment Advisor Representative working at L.m. Kohn & Company in Troy, MI and has over 6 years of experience in the finance industry.

10
Gregory B. Burch
CRD#: 2721813
2794 Mack Rd., Fairfield, OH 45014
93
Wealthminder
score

Gregory Burch (CRD# 2721813) is an Investment Advisor Representative working at L.m. Kohn & Company in Fairfield, OH and has over 20 years of experience in the finance industry.

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