Unclaimed Profile

Austin Gene Kelly

COSNER FINANCIAL GROUP, LLC·FORT COLLINS, Colorado

SIE, Series 6, Series 63, Series 65Clean record16 years registeredCOSNER FINANCIAL GROUP, LLC

204 MAPLE STREET, FORT COLLINS, CO 80521CRD# 4851478Firm CRD# 147942

Profile Verification

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

Identity

Austin Gene Kelly · FORT COLLINS, CO

Registration

CRD #4851478 · COSNER FINANCIAL GROUP, LLC · 16 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Apr 2024 – present

COSNER FINANCIAL GROUP, LLC

Oct 2009 – Apr 2024

WINDSOR, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · October 9, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COSNER FINANCIAL GROUP, LLC

CRD 147942 · SEC 801-95177

AUM

$273M

Regulatory assets under management

Employees

996 client accounts

Services offered by COSNER FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COSNER FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Austin Gene Kelly offer?

Austin Gene Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are Austin Gene Kelly's credentials?

Austin Gene Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Austin Gene Kelly located?

Austin Gene Kelly is based in FORT COLLINS, Colorado, working with COSNER FINANCIAL GROUP, LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.

How does Austin Gene Kelly charge for services?

Austin Gene Kelly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COSNER FINANCIAL GROUP, LLC?

COSNER FINANCIAL GROUP, LLC has approximately 5 employees and manages $273M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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