Dustin Beam, financial advisor Troy OH

Dustin Beam

CRD Number: 4252465
Current Firm: L.m. Kohn & Company

Dustin Beam (CRD# 4252465) is an Investment Advisor Representative working at L.m. Kohn & Company in Troy, OH and has over 21 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.

Similar Advisors
Brian Tegtmeyer, financial advisor Troy OH
Brian M. Tegtmeyer
CRD# 7298322
Truly Prosper Financial Planning LLC
Similar Advisors
Nathaniel Abney, financial advisor Troy OH
Nathaniel A. Abney
CRD# 4903661
Fifth Third Securities, Inc.
Similar Advisors
Ronald Alban, financial advisor Troy OH
Ronald C. Alban
CRD# 4553605
Alban Investment Management, LLC
Professional Designations
Company Name Location Dates Years
L.m. Kohn & Company Cincinnati, OH Feb 2015 - Current 7
Pathways Wealth Mgmt Troy, OH Aug 2010 - Current 12
Purshe Kaplan Sterling Investments Albany, NY Jul 2011 - Feb 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Dustin B. Beam
Phone Number: 513-792-0301
Firm Website: http://www.lmkohn.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,816
    MILLIONS
  • Total Number of Accounts
    5,153
    ACCOUNTS
  • Average Account Value
    $352,433
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

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WV

Ready to hire a financial advisor? Get competitive proposals from Dustin Beam and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.