L.m. Kohn & Company

L.m. Kohn & Company (CRD# 27913) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,159,087,283 in 4,124 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,159
    MILLION
  • Total Number of Accounts
    4,124
    ACCOUNTS
  • Average Account Value
    $281,059
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, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at L.m. Kohn & Company
Showing 1 - 10 of 82 top financial advisors.
1
Dustin B. Beam
CRD#: 4252465
7961 Washington Woods Dr., 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 17 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
300 Congress St., Suite 104, Quincy, MA 02169
96
Wealthminder
score

Richard Butler (CRD# 1344553) is an Investment Advisor Representative working at L.m. Kohn & Company in Quincy, MA and has over 33 years of experience in the finance industry.

3
Richard F. Etling
CRD#: 1045351
10151 Carver Rd., Suite 100, Cincinnati, OH 45242
96
Wealthminder
score

Richard Etling (CRD# 1045351) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 15 years of experience in the finance industry.

4
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 36 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.

5
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 24 years of experience in the finance industry.

6
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 10 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.

7
Scott B. Wirtz
CRD#: 4485981
10151 Carver Rd., Suite 100, Cincinnati, OH 45242
96
Wealthminder
score

Scott Wirtz (CRD# 4485981) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 16 years of experience in the finance industry. Scott Wirtz 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.

8
Gregory P. Zepeda
CRD#: 871431
2229 Packard Street, Suite 3, Ann Arbor, MI 48104
96
Wealthminder
score

Gregory Zepeda (CRD# 871431) is an Investment Advisor Representative working at L.m. Kohn & Company in Ann Arbor, MI and has over 36 years of experience in the finance industry. Gregory Zepeda 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.

9
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 24 years of experience in the finance industry.

10
Larry Andreano
CRD#: 5048197
4880 36th St. Se, Suite 203, Grand Rapids, MI 49512
93
Wealthminder
score

Larry Andreano (CRD# 5048197) is an Investment Advisor Representative working at L.m. Kohn & Company in Grand Rapids, MI and has over 12 years of experience in the finance industry.

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