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RC
RC

Robert Hubert Chess

L.M. Kohn & Company
28 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingSpecial Needs PlanningBusiness OwnersHigh Net Worth
L.M. Kohn & Company
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
3,641 clients
Average Client Portfolio
$574K average
Assets Under Management
$2.1B

Fee Structure

Location

10151 Carver Rd., Suite 100, Cincinnati, OH, 45242

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
L.M. Kohn & Company
October 2021 - Present · 4 yrs 4 mos
L.M. Kohn & CompanyBroker
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Fifth Third Securities, INC.
January 2015 - October 2021 · 6 yrs 9 mos
Fifth Third Securities, INC.Broker
August 2014 - October 2021 · 7 yrs 2 mos
State Farm Vp Management CORP.Broker
January 2012 - October 2012 · 9 mos
Invest Financial CorporationBroker
May 2008 - July 2010 · 2 yrs 2 mos
Fifth Third Securities, INC.Broker
September 2004 - April 2008 · 3 yrs 7 mos
Red Capital Markets, INC.Broker
October 1994 - September 2004 · 9 yrs 11 mos
John Hancock Distributors, INC.Broker
March 1994 - June 1994 · 3 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1994 - June 1994 · 3 mos
State Registrations2 states
KYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.