Unclaimed Profile

Brett Errol Sherpan

COFG ADVISORS, LLC·OAK BROOK, Illinois

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record23 years registeredCOFG ADVISORS, LLC

903 COMMERCE DRIVE,, OAK BROOK, IL 60523CRD# 4519541Firm CRD# 333344

Profile Verification

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

Identity

Brett Errol Sherpan · OAK BROOK, IL

Registration

CRD #4519541 · COFG ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CHICAGO OAKBROOK FINANCIAL GROUP

Dec 2024 – present

COMMONWEALTH FINANCIAL NETWORK

Aug 2007 – Dec 2024

PLAINFIELD, IL

HORNOR, TOWNSEND & KENT, INC.

Mar 2003 – Aug 2007

OAKBROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 5, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COFG ADVISORS, LLC

CRD 333344 · SEC 801-131428

Employees

Total firm employees

Services offered by COFG ADVISORS, 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 COFG ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Brett Errol Sherpan offer?

Brett Errol Sherpan specializes in Financial Planning, Investment Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are Brett Errol Sherpan's credentials?

Brett Errol Sherpan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brett Errol Sherpan located?

Brett Errol Sherpan is based in OAK BROOK, Illinois, working with COFG ADVISORS, LLC. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does Brett Errol Sherpan charge for services?

Brett Errol Sherpan'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 COFG ADVISORS, LLC?

COFG ADVISORS, LLC has approximately 18 employees. The firm is registered with the SEC as an investment adviser.

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