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Mark Brennan Kelly

L.m. Kohn & Co.

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About Mark Brennan Kelly

Mark Kelly is a registered investment advisor with over 30 years of experience in the financial services industry. Mark is currently registered with L.M. Kohn & Company and has previously been registered with Royal Securities Company, Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company and Intervest International Equities Corp. Mark holds Series 7, 63, and 66 securities licenses, and the SIE exam. Mark specializes in providing financial planning services to individuals, corporations, and charitable organizations. Mark is also the President of True Harbour Wealth Management, LLC, which is associated with Mark's position at L.M. Kohn & Company.

Firm Information

Mark Kelly 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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Mark Kelly’s Registration & Firm History

OH

07/01/2013 - Present

L.m. Kohn & Co. (CINCINNATI OH)

MI

05/16/2012 - 06/17/2013

ROYAL SECURITIES COMPANY (GRANDVILLE MI)

MI

01/01/2008 - 05/22/2012

WELLS FARGO ADVISORS, LLC (TROY MI)

MI

02/14/1994 - 01/03/2008

A. G. EDWARDS & SONS, INC. (TROY MI)

MN

03/28/1991 - 02/24/1994

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/28/1991 - 02/24/1994

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

CO

12/04/1989 - 02/19/1991

INTERVEST INTERNATIONAL EQUITIES CORP. (COLORADO SPRINGS CO)

MN

10/24/1986 - 12/13/1989

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/15/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/22/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Brennan Kelly.
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