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Savannah Kay Forleo

L.m. Kohn & Co.

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About Savannah Kay Forleo

Savannah Kay Forleo is a financial professional with over six years of experience in the financial services industry. Savannah is registered as a Registered Representative and an Investment Advisor Representative and has successfully completed the Series 66, Series 7, and SIE exams. Savannah is a Certified Financial Planner and a Chartered Financial Consultant, and she is currently employed by L.m. Kohn & Co. in Cincinnati, Ohio.

Firm Information

Savannah Forleo 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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Savannah Forleo’s Registration & Firm History

OH

08/14/2023 - Present

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

KY

08/18/2022 - 08/15/2023

PNC INVESTMENTS (LOUISVILLE KY)

KY

05/27/2021 - 08/11/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)

KY

02/02/2021 - 06/11/2021

MORGAN STANLEY (LOUISVILLE KY)

KY

12/19/2018 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LOUISVILLE KY)

TN

12/15/2016 - 12/12/2018

MORGAN STANLEY (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 01/18/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Savannah Kay Forleo.
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