Garry Phillip Kohn

CFP

28 Years of Experience

Broker

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

9078 Union Centre Blvd., Suite 350, West Chester, OH, 45069

Get directions

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.

Employment History

Current Registrations

L.M. Kohn & Company

October 1999 - Present · 26 yrs 4 mos

L.M. Kohn & CompanyBroker

October 1997 - Present · 28 yrs 4 mos

State Registrations32 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.