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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 KOHR Investments since 2019, alongside roles at O'CONNOR Wealth Management and Kohr Financial & Insurance Services dating back to 2006. His other business activities include providing insurance services for various carriers covering life, health, and long-term care. KOHR Investments offers advisory services primarily to individual and high-net-worth clients through discretionary portfolio management, financial planning, and retirement rollover advice. The firm employs a value-oriented, long-only investment approach with strategic and tactical asset-allocation overlays and conducts educational seminars and workshops for clients and the public.

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 with Kohr Investments and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at O'Connor Wealth Management and ownership of Kohr Financial & Insurance Services, where he is involved in insurance products and payroll technology services. Kohr Investments provides advisory services primarily to individual and high-net-worth clients through discretionary portfolio management, financial planning, and retirement rollover advice. The firm emphasizes a value-oriented investment approach with strategic asset allocation and offers educational seminars alongside insurance services operated by its principals.

Wealth management Income planning
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