Unclaimed Profile

John Cosgriff

INVESTAMERICA L&C MANAGEMENT II, INC·CEDAR RAPIDS, Iowa

Clean recordINVESTAMERICA L&C MANAGEMENT II, INC

101 2ND STREET SE, CEDAR RAPIDS, IA 52401CRD# 2745271Firm CRD# 151064

Profile Verification

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

Identity

John Cosgriff · CEDAR RAPIDS, IA

Registration

CRD #2745271 · INVESTAMERICA L&C MANAGEMENT II, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Cosgriff is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with INVESTAMERICA L&C MANAGEMENT II, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

INVESTAMERICA L&C MANAGEMENT II, INC

AUM

$5M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INVESTAMERICA L&C MANAGEMENT II, INC →

Services

Pension consulting

Background

Compensation

Subscription fees

Other: CAPITAL UNDER MANAGEMENT AND CARRIED INTEREST

Regulatory

SEC/IARD CRD# 2745271

Firm CRD# 151064

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Cosgriff offer?

John Cosgriff specializes in Retirement Planning. Contact their office in CEDAR RAPIDS, Iowa for a consultation.

What are John Cosgriff's credentials?

John Cosgriff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Cosgriff located?

John Cosgriff is based in CEDAR RAPIDS, Iowa, working with INVESTAMERICA L&C MANAGEMENT II, INC. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.

How does John Cosgriff charge for services?

John Cosgriff's firm is compensated through subscription fees, other: capital under management and carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTAMERICA L&C MANAGEMENT II, INC?

INVESTAMERICA L&C MANAGEMENT II, INC has approximately 6 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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