Stephen A. Kohn & Associates, Ltd.

Stephen A. Kohn & Associates, Ltd. (CRD# 41067) is a financial advisory firm headquartered in Lakewood, CO. They manage $6,500,000 in 19 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $342,105
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, CA, CO, WA

Financial Advisors at Stephen A. Kohn & Associates, Ltd.
Showing 1 - 6 of 6 top financial advisors.
1
Melissa A. Bloeser
CRD#: 4961955
3232 South Vance Street, Suite 210, Lakewood, CO 80227
93
Wealthminder
score

Melissa Bloeser (CRD# 4961955) is an Investment Advisor Representative working at Stephen A. Kohn & Associates, Ltd. in Lakewood, CO and has over 11 years of experience in the finance industry.

2
Stephen A. Kohn
CRD#: 1267211
3232 South Vance Street, Suite 210, Lakewood, CO 80227
93
Wealthminder
score

Stephen Kohn (CRD# 1267211) is an Investment Advisor Representative working at Stephen A. Kohn & Associates, Ltd. in Lakewood, CO and has over 32 years of experience in the finance industry.

3
Nicole S. Slack
CRD#: 1468706
3232 South Vance Street, Suite 210, Lakewood, CO 80227
93
Wealthminder
score

Nicole Slack (CRD# 1468706) is an Investment Advisor Representative working at Stephen A. Kohn & Associates, Ltd. in Lakewood, CO and has over 25 years of experience in the finance industry.

4
Natalie M. Neaton
CRD#: 5991304
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111
90
Wealthminder
score

Natalie Neaton (CRD# 5991304) is an Investment Advisor Representative working at Stephen A. Kohn & Associates, Ltd. in Greenwood Village, CO and has over 4 years of experience in the finance industry.

5
Susan G. Baldwin
CRD#: 2417706
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111
86
Wealthminder
score

Susan Baldwin (CRD# 2417706) is an Investment Advisor Representative working at Stephen A. Kohn & Associates, Ltd. in Greenwood Village, CO and has over 19 years of experience in the finance industry. Susan Baldwin 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.

6
Michael L. Romero
CRD#: 4411973
355 Eastman Park Drive, Suite 200, Windsor, CO 80550
63
Wealthminder
score

Michael Romero (CRD# 4411973) is an Investment Advisor Representative working at Stephen A. Kohn & Associates, Ltd. in Windsor, CO and has over 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.