Unclaimed Profile

Michael J. Evans

COGENT STRATEGIC WEALTH LLC·CHICAGO, Illinois

Series 65Clean record16 years registeredCOGENT STRATEGIC WEALTH LLC

77 WEST WACKER DRIVE, CHICAGO, IL 60601CRD# 5751636Firm CRD# 152715

Profile Verification

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

Identity

Michael J. Evans · CHICAGO, IL

Registration

CRD #5751636 · COGENT STRATEGIC WEALTH LLC · 16 years registered

Brand Profile

Not yet started

Career History

COGENT STRATEGIC WEALTH LLC

Feb 2010 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 3, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COGENT STRATEGIC WEALTH LLC

CRD 152715 · SEC 801-110446

AUM

$250M

Regulatory assets under management

Employees

424 client accounts

Services offered by COGENT STRATEGIC WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COGENT STRATEGIC WEALTH LLC →

Introduction

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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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