L.m. Kohn & Company
L.m. Kohn & Company (CRD# 27913) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,671,192,505 in 5,706 accounts and serve the financial needs of clients across 43 states (or territories).
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Total Assets Under Management1,671MILLION
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Total Number of Accounts5,706ACCOUNTS
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Average Account Value$292,883
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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
Sharon Adams (CRD# 1180907) is an Investment Advisor Representative working at L.m. Kohn & Company in Warrenville, IL and has over 38 years of experience in the finance industry.
Jeffrey Adkins (CRD# 2402104) 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.
Larry Andreano (CRD# 5048197) 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.
Michael Bagnulo (CRD# 867517) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 44 years of experience in the finance industry.
Dustin Beam (CRD# 4252465) is an Investment Advisor Representative working at L.m. Kohn & Company in Troy, OH and has over 23 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.
Mike Bell (CRD# 2183320) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 32 years of experience in the finance industry.
Thomas Berry (CRD# 6735663) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 6 years of experience in the finance industry.
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.
Gregory Burch (CRD# 2721813) is an Investment Advisor Representative working at L.m. Kohn & Company in Fairfield, OH and has over 27 years of experience in the finance industry.
Richard Butler (CRD# 1344553) is an Investment Advisor Representative working at L.m. Kohn & Company in Braintree, MA and has over 38 years of experience in the finance industry.