Luke Coogan, financial advisor Chicago IL

Luke Coogan

CRD Number: 6200329
Current Firm: North Square Investments, LLC

Luke Coogan (CRD# 6200329) is an Investment Advisor Representative working at North Square Investments, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Compass Distributors, LLC Chicago, IL Nov 2019 - Current 2
North Square Investments Chicago, IL Jun 2019 - Current 2
Deawm Distributors, Inc. Chicago, IL May 2015 - Jun 2019 4
Rreef Management Chicago, IL Oct 2014 - Mar 2015 < 1
Starfort Financial Chicago, IL Jan 2014 - Aug 2014 < 1
Nylife Securities LLC Chicago, IL Sep 2013 - Dec 2013 < 1
New York Life Insurance Co Chicago, IL May 2013 - Dec 2013 < 1
Western Michigan University Kalamazoo, MI Sep 2012 - May 2013 < 1
Equity Office Properties Chicago, IL May 2012 - Aug 2012 < 1
Western Michigan University Kalamazoo, MI Sep 2009 - Apr 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2015
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Luke Coogan
Phone Number: 312-857-2160
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $36,651,363
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

IL

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