L.m. Kohn & Company

L.m. Kohn & Company (CRD# 27913) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,816,084,804 in 5,153 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,816
    MILLION
  • Total Number of Accounts
    5,153
    ACCOUNTS
  • Average Account Value
    $352,433
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
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, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WV

Financial Advisors at L.m. Kohn & Company
Showing 1 - 10 of 61 top financial advisors.
1
Jeffrey L. Adkins
CRD#: 2402104
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Jeffrey Adkins (CRD# 2402104) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 28 years of experience in the finance industry.

2
Larry Andreano
CRD#: 5048197
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Larry Andreano (CRD# 5048197) 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.

3
Michael A. Bagnulo
CRD#: 867517
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Michael Bagnulo (CRD# 867517) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 43 years of experience in the finance industry.

4
Dustin B. Beam
CRD#: 4252465
1270 Macintosh Court, Troy, OH 45373

Dustin Beam (CRD# 4252465) is an Investment Advisor Representative working at L.m. Kohn & Company in Troy, OH and has over 21 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.

5
Mike M. Bell
CRD#: 2183320
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Mike Bell (CRD# 2183320) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 30 years of experience in the finance industry.

6
Thomas S. Berry
CRD#: 6735663
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Thomas Berry (CRD# 6735663) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 5 years of experience in the finance industry.

7
William D. Bolander
CRD#: 1379240
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

William Bolander (CRD# 1379240) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 18 years of experience in the finance industry.

8
Gregory B. Burch
CRD#: 2721813
2794 Mack Rd., Fairfield, OH 45014

Gregory Burch (CRD# 2721813) is an Investment Advisor Representative working at L.m. Kohn & Company in Fairfield, OH and has over 26 years of experience in the finance industry.

9
Richard J. Butler
CRD#: 1344553
150 Grossman Drive, Suite 200, Braintree, MA 02184

Richard Butler (CRD# 1344553) is an Investment Advisor Representative working at L.m. Kohn & Company in Braintree, MA and has over 37 years of experience in the finance industry.

10
Mark A. Calice
CRD#: 38441
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Mark Calice (CRD# 38441) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 30 years of experience in the finance industry.

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