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Lawrence B

Series 63, Series 65

Mission Viejo, CA

Kohr Investments

Lawrence Bassell is a financial advisor at KOHR Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including O'CONNOR Wealth Management and Guardian Life. Bassell is also involved in insurance services across life, health, and long-term care products. KOHR Investments serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement rollover advice. The firm emphasizes a value-oriented, long-only investment approach with strategic and tactical asset allocation, and offers educational seminars and workshops as part of its client services.

Wealth management Income planning
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Michael H

Series 63, Series 65

Mission Viejo, CA

Kohr Investments

Michael Hill is a financial advisor at KOHR Investments with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at O'CONNOR Wealth Management and Kohr Financial & Insurance Services, where he is also the owner. Hill is involved in managing insurance services and payroll/HR technology businesses. KOHR Investments primarily serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and retirement advice. The firm’s investment approach is value-oriented with strategic asset allocation and uses various analytical methods, offering tailored recommendations and access to a range of investment instruments including cryptocurrency.

Wealth management Income planning
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