KK
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Kenneth Kohorn

27 Years of Experience
Norwalk, CT
5 Disclosures

Kenneth Kohorn is a registered investment advisor at Von Kohorn Research & Advisory, INC., based in Norwalk, CT, with 27 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$3.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

VKRA may waive all or a portion of the management fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Highmeadow, Norwalk, CT, 06854

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2007
Final
Civil
April 2006
Final
Regulatory
November 1997
Final
Regulatory
September 1995
Final
Regulatory
August 1994
Final
Other Business Activities

Kenneth is the Board Chairman and Treasurer for the Family Institute of CT, a public policy not-for-profit, and spends minimal time on this. He is also the President of Highmeadow Homeowners Association, dedicating minimal time to managing the association.

Employment History
Current Registrations
Von Kohorn Research & Advisory, INC.
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Von Kohorn Research & Advisory, INC.
January 2017 - December 2018 · 1 yr 11 mos
Von Kohorn Research & Advisory, INC.
September 2012 - December 2016 · 4 yrs 3 mos
Von Kohorn Research & Advisory, INC.
July 2009 - June 2012 · 2 yrs 11 mos
Merwin Associates Limited PartnershipBroker
September 1988 - April 1995 · 6 yrs 7 mos
Eagle I Limited PartnershipBroker
March 1985 - December 1985 · 9 mos
Equity Limited Partnership 80Broker
December 1983 - November 1990 · 6 yrs 11 mos
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kenneth Kohorn - Financial Advisor | TrueAdvisor