# L.M. KOHN & COMPANY

> FINRA firm 27913 · INACTIVE · **⚠ HAS DISCLOSURE EVENTS** · CINCINNATI, OH

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 27913
- **Firm name:** L.M. KOHN & COMPANY
- **Other names:** A. TURNER FINANCIAL, VISION FINANCIAL PARTNERS, TRUE HARBOUR WEALTH MANAGEMENT, THE TATLAN GROUP, TANKE FINANCIAL GROUP, ROBERT BRYAN FITZPATRICK PC, PRIVATE WEALTH & RETIREMENT SERVICES, LLC, PREFERRED PENSION SOLUTIONS, PLANNING WORKS, LLC, PILOT WEALTH MANAGEMENT, PARADIGM BENEFITS, LLC, NORRIS & COMPANY WEALTH MANAGEMENT, LLC, MILLENNIUM FINANCIAL, MAYHEW WEALTH MANAGEMENT, M3 WEALTH MANAGEMENT/KING FINANCIAL INC./PINZONE FINANCIAL SERVICES/HEALY FINANCIAL SERVICES, LOVE & ASSOCIATES, LOOMIS WEALTH MANAGEMENT, LLC., LIGHTHOUSE AGENCY INC., L.M. KOHN NORTH, L.M. KOHN & COMPANY, KOHN WEALTH MANAGEMENT ADVISORS, LLC., KOHN FINANCIAL CORPORATION, JMK WEALTH ADVISORS, JLA CAPITAL, GROUP PLANS INSURANCE AGENCY INC - A DIVISION OF SHEAKLEY, GREEN & HALLIBURTON, INC., GELMAN PENSION CONSULTING/CORNERSTONE PENSION CONSULTING, FINANCIAL DESIGNS, LLC, CYR FINANCIAL SERVICES / SHAREFAX FINANCIAL SERVICES, CONWAY FINANCIAL GROUP, CITIZENS FINANCIAL SERVICES, CGI WEALTH MANAGEMENT, CARPENTER WEALTH MANAGEMENT, BUTLER BENEFIT BROKERS INC., BAKER & COMPANY, ART ROSSER FINANCIAL SERVICES GROUP, ALDYN CAPITAL, LLC
- **Investment Adviser scope:** INACTIVE
- **SEC IA file number:** 801-38116
- **SEC BD file number:** 8-43303
- **Branches:** 0
- **Has disclosure events:** YES
- **Headquarters:** CINCINNATI, OH, 45242, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/27913

## Citation

> FINRA BrokerCheck, firm 27913 (L.M. KOHN & COMPANY). Retrieved via AI Analytics 2026-06-30 from https://api.ai-analytics.org/broker/27913.

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