Unclaimed Profile

Stephen Alan Kohn

DMK ADVISOR GROUP, INC.·LUTZ, Florida

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 72, Series 79TO, Series 99TOClean record27 years registeredDMK ADVISOR GROUP, INC.

17961 HUNTING BOW CIRCLE, LUTZ, FL 33558CRD# 1267211Firm CRD# 41067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Alan Kohn · LUTZ, FL

Registration

CRD #1267211 · DMK ADVISOR GROUP, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DMK ADVISOR GROUP, INC.

DMK ADVISOR GROUP, INC.

Jan 1999 – Dec 2021

LUTZ, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 72

Series 79TO

Series 99TO

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DMK ADVISOR GROUP, INC.

CRD 41067 · SEC 801-121389

AUM

$81M

Regulatory assets under management

Employees

462 client accounts

Services offered by DMK ADVISOR GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DMK ADVISOR GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Alan Kohn offer?

Stephen Alan Kohn specializes in Financial Planning, Investment Management.

What are Stephen Alan Kohn's credentials?

Stephen Alan Kohn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Alan Kohn located?

Stephen Alan Kohn is based in LUTZ, Florida, last registered with DMK ADVISOR GROUP, INC..

How does Stephen Alan Kohn charge for services?

Stephen Alan Kohn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DMK ADVISOR GROUP, INC.?

DMK ADVISOR GROUP, INC. has approximately 33 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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