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COSNER FINANCIAL GROUP, LLC
COSNER FINANCIAL GROUP, LLC
WINDSOR, Colorado
·
4 registered advisors
·
CRD# 147942
SEC# 801-95177
1
(970) 482-3922
01
Firm Overview
AUM
$273M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COSNER FINANCIAL GROUP, LLC
4 registered advisors
Austin Gene Kelly
FORT COLLINS, Colorado
CRD# 4851478
James Patrick Cosner
FORT COLLINS, Colorado
CRD# 1887985
Jeremy Caleb Newton
FORT COLLINS, Colorado
CRD# 5325210
Ryan Patrick Cosner
FORT COLLINS, Colorado
CRD# 4599362
05
Office Locations
FORT COLLINS, Colorado
4 advisors
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Data sourced from SEC Form ADV filings. COSNER FINANCIAL GROUP, LLC (CRD# 147942) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.