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William Daniel Bolander

L.m. Kohn & Co.

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About William Daniel Bolander

William Bolander is a financial professional with over 30 years of experience in the industry. William is currently registered with L.m. Kohn & Co. William's professional experience includes various roles at different firms, including Prudential-Bache Securities Inc., Gill and Associates, Inc., and RMIN Securities, Inc. William is a licensed insurance professional and also holds multiple securities licenses including Series 7, 24, 63 and 65. William's specializations include portfolio management, financial planning, and pension consulting.

Firm Information

William Bolander 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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William Bolander’s Registration & Firm History

OH

06/04/2007 - Present

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

CO

08/25/2003 - 05/19/2005

RMIN SECURITIES, INC. (DENVER CO)

CO

02/14/2001 - 08/21/2003

CENTRAL DISCOUNT STOCKBROKERS, INC. (FT. COLLINS CO)

CO

03/26/1996 - 03/02/2001

GILL AND ASSOCIATES, INC. (DENVER CO)

MO

12/01/1993 - 12/17/1993

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

CO

04/30/1990 - 12/06/1993

GILL AND ASSOCIATES, INC. (DENVER CO)

CO

07/19/1988 - 07/06/1990

GILBERT MARSHALL & COMPANY (GREELEY CO)

NA

12/15/1987 - 08/24/1988

PRUCO SECURITIES CORPORATION

NA

12/24/1985 - 01/01/1988

PRUDENTIAL-BACHE SECURITIES INC.

NA

07/24/1985 - 12/24/1985

GILL AND ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 06/01/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Daniel Bolander.
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