linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott B. Wirtz

L.m. Kohn & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott B. Wirtz

Scott B. Wirtz is an Investment Advisor Representative with L.m. Kohn & Co.. Scott has been in the financial services industry since 2002. Scott is registered with the state of Iowa and several other states. Scott has a Series 6, 7, 63, and 66 license. Scott specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans.

Firm Information

Scott Wirtz 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Flat commission/execution fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Wirtz’s Registration & Firm History

IA

09/15/2017 - Present

L.m. Kohn & Co. (CEDAR FALLS IA)

IA

10/30/2013 - 10/03/2017

LPL FINANCIAL LLC (WATERLOO IA)

IA

01/21/2002 - 04/29/2013

M HOLDINGS SECURITIES, INC. (WATERLOO IA)

Not sure if Scott B. Wirtz is right for you?

Licenses & Designations

BOTH

Issued 03/09/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/18/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott B. Wirtz.
Not sure if Scott B. Wirtz is right for you?