Unclaimed Profile

Larry Michael Kohn

L.M. KOHN & COMPANY·CINCINNATI, Ohio

SIE, Series 6, Series 7, Series 22, Series 24, Series 28, Series 63, Series 65, Series 99TO26 years registeredL.M. KOHN & COMPANY

10151 CARVER RD., CINCINNATI, OH 45242CRD# 1063493Firm CRD# 27913

Profile Verification

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

Identity

Larry Michael Kohn · CINCINNATI, OH

Registration

CRD #1063493 · L.M. KOHN & COMPANY · 26 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Dec 2025 – present

L.M. KOHN & COMPANY

Oct 1999 – Dec 2025

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 28

Series 63

Series 65

Series 99TO

Registration record

First registered · October 29, 1999

Years registered · 26

Disclosure History

2006Customer Dispute·Closed-No Action

1988Customer Dispute·Award / Judgment

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

L.M. KOHN & COMPANY

CRD 27913 · SEC 801-38116

AUM

$2.1B

Regulatory assets under management

Employees

5,799 client accounts

Services offered by L.M. KOHN & COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at L.M. KOHN & COMPANY →

Introduction

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Frequently Asked Questions

What services does Larry Michael Kohn offer?

Larry Michael Kohn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Larry Michael Kohn's credentials?

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

Where is Larry Michael Kohn located?

Larry Michael Kohn is based in CINCINNATI, Ohio, working with L.M. KOHN & COMPANY. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Larry Michael Kohn charge for services?

Larry Michael Kohn's firm is compensated through percentage of aum, hourly charges, subscription fees, other: flat commission/execution fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is L.M. KOHN & COMPANY?

L.M. KOHN & COMPANY has approximately 85 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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