PM
PM

Paige Cheryl Miller

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingSpecial Needs PlanningBusiness OwnersHigh Net Worth
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

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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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Other Business ActivitiesSells Insurance

Paige is a partner at Financial Designs, a branch office of LM Kohn & Co, where she is licensed to sell health, life (fixed and variable), and annuity products, dedicating about a quarter of her time to health insurance. She is also a partner at Financial Designs Wealth Advisors and Paradigm Benefits, spending about a quarter of her time on each.

Employment History
Current Registrations
L.M. Kohn & Company
September 2016 - Present · 9 yrs 5 mos
L.M. Kohn & CompanyBroker
June 2013 - Present · 12 yrs 8 mos
State Registrations6 states
IAILINMNNMPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.