Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
L.M. Kohn & Company offers various advisory services with different fee schedules depending on the program selected. These programs include UMAS, RBC Advisor, RBC UP, Consulting Solutions, Envestnet, and Charles Schwab. Contact the firm directly for specific fee information related to each program.
Areas of Practice
Advisor Information
Office location
209 Franklin Street, Suite A1, Cedar Falls, IA, 50613
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is involved with Financial Designs, LLC and Financial Designs Wealth Advisors, LLC, both focused on investment and insurance sales, dedicating full-time hours to each. He also instructs long-term care classes for continuing education credits through Community Educators LLC, spending minimal time on this activity.