LM Kohn is an independent, family-owned, hybrid Registered Investment Adviser (RIA) and Broker-Dealer that provides financial planning and investment services to its clients. The firm offers a range of services, including insurance products, fee-based brokerage, and cost-effective operations technology. With a focus on advisor autonomy and transparency, LM Kohn allows its financial advisors to build their own brands and choose their own products and services. The firm's mission is to help other financial advisors build their dream practices and have the freedom to work in a way that suits them best. By providing access to cutting-edge technology, marketing tools, and compliance support, LM Kohn aims to make it easy for financial advisors to focus on what they do best: serving their clients.
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