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Myra Sue Newville

L.m. Kohn & Co.

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About Myra Sue Newville

Myra Newville is a Registered Representative with L.m. Kohn & Co. Myra is a seasoned financial professional with over 25 years of experience. Prior to joining L.m. Kohn & Co., Myra was with Morgan Stanley, Citigroup Global Markets Inc. and several other firms. Myra holds Series 6, 7 and 63 securities licenses as well as the SIE. Myra provides a variety of financial services for individuals and businesses.

Firm Information

Myra Newville 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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Myra Newville’s Registration & Firm History

MI

02/27/2013 - Present

L.m. Kohn & Co. (SAGINAW MI)

MI

06/01/2009 - 03/05/2013

MORGAN STANLEY (SAGINAW MI)

MI

05/18/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SAGINAW MI)

MI

07/26/2004 - 05/30/2007

IFMG SECURITIES, INC. (SAGINAW MI)

CA

09/01/1999 - 07/28/2004

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

IN

06/12/1997 - 09/02/1999

CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)

WI

12/05/1995 - 05/01/1997

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

BC

Issued 01/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/01/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Myra Sue Newville.
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