Garry Phillip Kohn
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Wealth Enhancement Advisory Services, LLCDec 2025 to now
- Wealth Enhancement Brokerage ServicesDec 2025 to now
- Wealth Enhancement GroupDec 2025 to now
- Kohn Wealth Management Advisors, LLCJan 2011 to Dec 2025
- L.M. Kohn & CompanyJul 1997 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2926700
- Firm CRD
- 116407