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).

By the Numbers
  • Total Assets Under Management
    1,671
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at L.m. Kohn & Company
Showing 11 - 20 of 63 top financial advisors.
11
Thomas M. Carpenter
CRD#: 4018221
4500 Bowling Boulevard, Suite 100, Louisville, KY 40207

Thomas Carpenter (CRD# 4018221) is an Investment Advisor Representative working at L.m. Kohn & Company in Louisville, KY and has over 10 years of experience in the finance industry.

12
Zachary J. Cherocci
CRD#: 6204001
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Zachary Cherocci (CRD# 6204001) 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.

13
Robert H. Chess
CRD#: 2444560
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Robert Chess (CRD# 2444560) 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.

14
Timothy B. Chon
CRD#: 5857698
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Timothy Chon (CRD# 5857698) 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.

15
John F. Conway
CRD#: 1658452
212 East Drinker Street, Dunmore, PA 18512

John Conway (CRD# 1658452) is an Investment Advisor Representative working at L.m. Kohn & Company in Dunmore, PA and has over 36 years of experience in the finance industry.

16
Vincent P. Dipietro
CRD#: 1543855
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Vincent Dipietro (CRD# 1543855) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 37 years of experience in the finance industry.

17
Michael J. Donnellan
CRD#: 2052675
17601 W. 130th St., Suite #1, North Royalton, OH 44133

Michael Donnellan (CRD# 2052675) is an Investment Advisor Representative working at L.m. Kohn & Company in North Royalton, OH and has over 33 years of experience in the finance industry.

18
John W. Durant
CRD#: 4351113
Jacksonville, FL

John Durant (CRD# 4351113) is an Investment Advisor Representative working at L.m. Kohn & Company in Jacksonville, FL and has over 23 years of experience in the finance industry.

19
Richard F. Etling
CRD#: 1045351
50 Energy Dr., Suite 201, Canton, MA 02021

Richard Etling (CRD# 1045351) is an Investment Advisor Representative working at L.m. Kohn & Company in Canton, MA and has over 21 years of experience in the finance industry.

20
Alexander J. Ferguson
CRD#: 6287037
7777 Bonhomme Avenue, Suite 1616, Clayton, MO 63105

Alexander Ferguson (CRD# 6287037) is an Investment Advisor Representative working at L.m. Kohn & Company in Clayton, MO and has over 6 years of experience in the finance industry.

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