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 21 - 30 of 63 top financial advisors.
21
Robert E. Ferguson
CRD#: 861184
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Robert Ferguson (CRD# 861184) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 42 years of experience in the finance industry.

22
Robert B. Fitzpatrick
CRD#: 721552
212 East Drinker Street, Dunmore, PA 18512

Robert Fitzpatrick (CRD# 721552) is an Investment Advisor Representative working at L.m. Kohn & Company in Dunmore, PA and has over 43 years of experience in the finance industry.

23
Sandra J. Halliburton
CRD#: 4923947
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Sandra Halliburton (CRD# 4923947) 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.

24
John B. Hampton
CRD#: 2370215
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

John Hampton (CRD# 2370215) 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.

25
Ryan P. Hannam
CRD#: 6039454
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Ryan Hannam (CRD# 6039454) 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.

26
Martin S. Healy
CRD#: 4606131
17601 W. 130th St., Suite #1, North Royalton, OH 44133

Martin Healy (CRD# 4606131) is an Investment Advisor Representative working at L.m. Kohn & Company in North Royalton, OH and has over 20 years of experience in the finance industry.

27
Carl R. Hollister
CRD#: 1953484
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Carl Hollister (CRD# 1953484) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 34 years of experience in the finance industry.

28
Mark B. Kelly
CRD#: 1400087
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Mark Kelly (CRD# 1400087) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 33 years of experience in the finance industry.

29
Andrew L. Kohn
CRD#: 6081667
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Andrew Kohn (CRD# 6081667) 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.

30
Garry P. Kohn
CRD#: 2926700
9078 Union Centre Blvd., Suite 350, West Chester, OH 45069

Garry Kohn (CRD# 2926700) is an Investment Advisor Representative working at L.m. Kohn & Company in West Chester, OH and has over 26 years of experience in the finance industry.

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