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Michael J. Evans

COGENT STRATEGIC WEALTH LLC·CHICAGO, Illinois
Unclaimed Profile
77 WEST WACKER DRIVE, CHICAGO, IL 60601CRD# 5751636Firm CRD# 152715
01

About

Michael J. Evans is a registered financial advisor based in CHICAGO, Illinois, affiliated with COGENT STRATEGIC WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COGENT STRATEGIC WEALTH LLC
COGENT STRATEGIC WEALTH LLC
AUM
$250M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COGENT STRATEGIC WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5751636
Firm CRD# 152715
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael J. Evans offer?
Michael J. Evans specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.
What are Michael J. Evans's credentials?
Michael J. Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael J. Evans located?
Michael J. Evans is based in CHICAGO, Illinois, working with COGENT STRATEGIC WEALTH LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Michael J. Evans charge for services?
Michael J. Evans's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COGENT STRATEGIC WEALTH LLC?
COGENT STRATEGIC WEALTH LLC has approximately 4 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COGENT STRATEGIC WEALTH LLC

Kelly Marie Stanley
CHICAGO, IL

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