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
Shelley Norris (CRD# 4757318) is an Investment Advisor Representative working at L.m. Kohn & Company in Saginaw, MI and has over 20 years of experience in the finance industry.
Mark Pinzone (CRD# 2252556) is an Investment Advisor Representative working at L.m. Kohn & Company in North Royalton, OH and has over 21 years of experience in the finance industry.
Arthur Rosser (CRD# 5192027) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 17 years of experience in the finance industry.
David Rubenstein (CRD# 2514293) is an Investment Advisor Representative working at L.m. Kohn & Company in Troy, MI and has over 29 years of experience in the finance industry.
Christopher Rueger (CRD# 2668953) is an Investment Advisor Representative working at L.m. Kohn & Company in Ann Arbor, MI and has over 24 years of experience in the finance industry.
Charles Saenger (CRD# 4112329) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 23 years of experience in the finance industry.
Kari Schaffer (CRD# 3015611) is an Investment Advisor Representative working at L.m. Kohn & Company in Waverly, IA and has over 23 years of experience in the finance industry.
Irwin Scheineson (CRD# 1081386) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 39 years of experience in the finance industry.
Timothy Schwiebert (CRD# 2793006) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 27 years of experience in the finance industry.
Wendy Steadman (CRD# 4385199) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 21 years of experience in the finance industry.