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Wendy L Steadman

L.m. Kohn & Co.

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About Wendy L Steadman

Wendy Steadman is an investment advisor representative with L.m. Kohn & Co. located in Cincinnati, OH. Wendy has been in the industry since 2001 and has been with L.m. Kohn & Co. since 2012. Wendy has a Series 65, Series 66, Series 7 and SIE. Wendy is registered in Michigan to provide investment advisory services. Wendy has been recognized for her expertise in areas including financial planning, pension consulting and selection of other advisors.

Firm Information

Wendy Steadman 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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Wendy Steadman’s Registration & Firm History

OH

09/05/2017 - Present

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

MI

06/18/2002 - 07/18/2012

LEONARD & COMPANY (GROSSE POINTE FARMS MI)

NY

06/27/2001 - 08/06/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/29/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendy L Steadman.
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