Samuel Adam Hardin

4 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

10151 Carver Rd., Suite 100, Cincinnati, OH, 45242

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

July 2022 - Present · 3 yrs 7 mos

L.M. Kohn & CompanyBroker

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

MML Investors Services, LLCBroker

October 2021 - October 2021 · 0 mos

State Registrations17 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.