COFG ADVISORS, LLC

CHICAGO OAKBROOK FINANCIAL GROUP
OAK BROOK, Illinois·6 registered advisors·CRD# 333344
SEC# 801-1314281(630) 954-5572
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
18
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COFG ADVISORS, LLC

6 registered advisors
Brendon Jon Pierce
OAK BROOK, Illinois
Brett Errol Sherpan
OAK BROOK, Illinois
David Nathan Navarro
OAK BROOK, Illinois
Frank Edward Kautzky
OAK BROOK, Illinois
Jae Won Ha
OAK BROOK, Illinois
John Anthony Ferrante
OAK BROOK, Illinois
05

Office Locations

OAK BROOK, Illinois
6 advisors

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Data sourced from SEC Form ADV filings. COFG ADVISORS, LLC (CRD# 333344) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.