Unclaimed Profile

David Nathan Navarro

COFG ADVISORS, LLC·OAK BROOK, Illinois

SIE, Series 6, Series 7, Series 24, Series 26, Series 63CFP ChFCClean record27 years registeredCOFG ADVISORS, LLC

903 COMMERCE DRIVE,, OAK BROOK, IL 60523CRD# 1527259Firm CRD# 333344

Profile Verification

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

Identity

David Nathan Navarro · OAK BROOK, IL

Registration

CRD #1527259 · COFG ADVISORS, LLC · 27 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.

Apr 1999 – Aug 2007

OAKBROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Registration record

First registered · April 9, 1999

Years registered · 27

Professional designations · CFP, ChFC

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

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OAK BROOK?

Browse all registered financial advisors in OAK BROOK, Illinois or claim this profile if it's yours.

Browse OAK BROOK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Nathan Navarro offer?

David Nathan Navarro specializes in Financial Planning, Investment Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are David Nathan Navarro's credentials?

David Nathan Navarro holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Nathan Navarro located?

David Nathan Navarro 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 David Nathan Navarro charge for services?

David Nathan Navarro'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →