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Andrew Leonard Kohn

12 Years of Experience
Broker
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 Activities

Andrew is the owner and operator of Allison Landscaping and Water Gardens LLC since December 2022. He spends approximately 120 hours per month on this landscaping business.

Employment History
Current Registrations
L.M. Kohn & Company
January 2016 - Present · 10 yrs 1 mo
L.M. Kohn & CompanyBroker
September 2013 - Present · 12 yrs 5 mos
State Registrations25 states
ALARCADCDEFLGAIDILINKSKYMEMIMONCNHNYOHPASCTXVAWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Leonard Kohn - Financial Advisor | TrueAdvisor