Unclaimed Profile

John Randall Cormey

COBIZ INVESTMENT MANAGEMENT, LLC.·DENVER, Colorado

Clean record23 years registeredCOBIZ INVESTMENT MANAGEMENT, LLC.

1099 18TH STREET, DENVER, CO 80202-1942CRD# 4560359Firm CRD# 125910

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Randall Cormey · DENVER, CO

Registration

CRD #4560359 · COBIZ INVESTMENT MANAGEMENT, LLC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COBIZ INVESTMENT MANAGEMENT, LLC.

COBIZ WEALTH

Jul 2010 – Jun 2017

DENVER, CO

WAGNER INVESTMENT MANAGEMENT INC.

Nov 2002 – Jun 2010

DENVER, CO

Registrations & Exams

Registration record

First registered · November 14, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COBIZ WEALTH, LLC

CRD 125910 · SEC 801-62035

AUM

$968M

Regulatory assets under management

Employees

1,099 client accounts

Services offered by COBIZ WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COBIZ WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does John Randall Cormey offer?

John Randall Cormey specializes in Financial Planning, Investment Management, Wealth Management.

What are John Randall Cormey's credentials?

John Randall Cormey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Randall Cormey located?

John Randall Cormey is based in DENVER, Colorado, last registered with COBIZ INVESTMENT MANAGEMENT, LLC..

How does John Randall Cormey charge for services?

John Randall Cormey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COBIZ INVESTMENT MANAGEMENT, LLC.?

COBIZ INVESTMENT MANAGEMENT, LLC. has approximately 21 employees and manages $968M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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