Unclaimed Profile

Robert Hubert Jr Chess

L.M. KOHN & COMPANY·CINCINNATI, Ohio

SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 66Clean record11 years registeredL.M. KOHN & COMPANY

10151 CARVER RD., CINCINNATI, OH 45242CRD# 2444560Firm CRD# 27913

Profile Verification

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

Identity

Robert Hubert Jr Chess · CINCINNATI, OH

Registration

CRD #2444560 · L.M. KOHN & COMPANY · 11 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 2026 – present

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

Mar 2026 – present

L.M. KOHN & COMPANY

Oct 2021 – Dec 2025

CINCINNATI, OH

FIFTH THIRD SECURITIES, INC.

Jan 2015 – Oct 2021

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · January 20, 2015

Years registered · 11

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 Robert Hubert Jr Chess offer?

Robert Hubert Jr Chess specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Robert Hubert Jr Chess's credentials?

Robert Hubert Jr Chess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Hubert Jr Chess located?

Robert Hubert Jr Chess 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 Robert Hubert Jr Chess charge for services?

Robert Hubert Jr Chess'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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