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David Michael Gelman

L.m. Kohn & Co.

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About David Michael Gelman

David Gelman is a financial advisor with over 25 years of experience in the financial services industry. David is currently registered with L.m. Kohn & Co. David's prior experience includes roles with Nationwide Investment Services Corporation and Nathan & Lewis Securities, Inc. David has expertise in financial planning, pension consulting, and portfolio management for both individuals and businesses.

Firm Information

David Gelman is currently registered with L.m. Kohn & Co.. L.m. Kohn & Co. is a corporation formed in 1990, headquartered in Cincinnati, Ohio. They offer a range of advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They primarily serve individuals, corporations, pension and profit-sharing plans, and high-net-worth individuals with approximately $1 billion to $10 billion in assets under management. The firm is registered with the SEC and in 49 states.
L.m. Kohn & Co.

10151 CARVER RD.

CINCINNATI, OH 45242

$2.09B

Assets Under Management

Not reported

Total Clients

77

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat commission/execution fee

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David Gelman’s Registration & Firm History

NY

04/08/2021 - Present

L.m. Kohn & Co. (NEW YORK NY)

OH

03/12/1999 - 07/25/2001

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

NY

10/04/1996 - 01/29/1999

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Michael Gelman.
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