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Robert Bryan Fitzpatrick

L.m. Kohn & Co.

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About Robert Bryan Fitzpatrick

Robert Fitzpatrick has been an active investment advisor in the financial services industry since 1980. Robert currently works at L.m. Kohn & Co. and holds several active registrations, including the Series 7 and Series 65 licenses, and is registered in several states. His previous experience includes positions at MIDSOUTH CAPITAL, INC., WACHOVIA SECURITIES, LLC, FIRST UNION CAPITAL MARKETS CORP., PRUDENTIAL SECURITIES INCORPORATED, and THOMSON MCKINNON SECURITIES INC. Robert’s specialties include financial planning, pension consulting, and selection of other advisors.

Firm Information

Robert Fitzpatrick 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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Robert Fitzpatrick’s Registration & Firm History

PA

02/01/2012 - Present

L.m. Kohn & Co. (DUNMORE PA)

PA

11/10/2003 - 01/17/2012

MIDSOUTH CAPITAL, INC. (DUNMORE PA)

MO

10/01/1999 - 10/30/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

11/12/1997 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NY

12/14/1981 - 11/17/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

12/22/1980 - 01/03/1982

THOMSON MCKINNON SECURITIES INC.

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Licenses & Designations

IA

Issued 01/20/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/1983

Series 15 - Foreign Currency Options Examination

BC

Issued 05/21/1982

Series 5 - Interest Rate Options Examination

BC

Issued 12/20/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 22 public disclosures for Robert Bryan Fitzpatrick. Review regulatory record here.
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