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Robert Edwin Ferguson

L.m. Kohn & Co.

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About Robert Edwin Ferguson

Robert Edwin Ferguson is a financial professional with over 40 years of experience in the industry. Ferguson is currently registered with L.m. Kohn & Co. and holds Series 7, 24, 3, 63, 65 and SIE licenses. Ferguson has a long history of experience with several other firms including Ameritas Investment Corp., The Advisors Group, Inc., BirchTree Financial Services, Inc., and Wedgewood Partners, Inc. Ferguson specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Robert Ferguson 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 Ferguson’s Registration & Firm History

OH

12/22/2015 - Present

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

MO

10/31/2003 - 12/31/2015

AMERITAS INVESTMENT CORP. (ST LOUIS MO)

MD

01/29/2001 - 10/31/2003

THE ADVISORS GROUP, INC. (BETHESDA MD)

MN

10/16/1997 - 03/13/2001

BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

NA

09/24/1997 - 10/16/1997

BIRCHTREE FINANCIAL SERVICES, INC.

MO

05/21/1990 - 10/01/1997

WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)

NY

10/12/1981 - 05/25/1990

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/13/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/06/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/1983

Series 3 - National Commodity Futures Examination

BC

Issued 12/16/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Edwin Ferguson.
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