Unclaimed Profile

Mike Martin Bell

L.M. KOHN & COMPANY·CINCINNATI, Ohio

SIE, Series 4, Series 6, Series 7, Series 9, Series 10, Series 24, Series 26, Series 52TO, Series 53, Series 63, Series 66, Series 99TOClean record16 years registeredL.M. KOHN & COMPANY

10151 CARVER RD., CINCINNATI, OH 45242CRD# 2183320Firm CRD# 27913

Profile Verification

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

Identity

Mike Martin Bell · CINCINNATI, OH

Registration

CRD #2183320 · L.M. KOHN & COMPANY · 16 years registered

Brand Profile

Not yet started

Career History

UBS FINANCIAL SERVICES INC.

Nov 2024 – present

L.M. KOHN & COMPANY

Mar 2019 – Oct 2024

CINCINNATI, OH

FIFTH THIRD SECURITIES, INC.

Dec 2009 – Jul 2018

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 9

Series 10

Series 24

Series 26

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · December 23, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

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

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 Mike Martin Bell offer?

Mike Martin Bell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Mike Martin Bell's credentials?

Mike Martin Bell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mike Martin Bell located?

Mike Martin Bell 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 Mike Martin Bell charge for services?

Mike Martin Bell'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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