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Thomas Scott Berry

L.M. Kohn & Company
8 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
June 2017 - Present · 8 yrs 8 mos
L.M. Kohn & CompanyBroker
January 2017 - Present · 9 yrs 1 mo
State Registrations30 states
ALAZCACOCTDEFLGAILINKYMAMDMEMIMSMTNCNHNJNVNYOHPASCTNTXVAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.