Luke CooganCRD 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.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Cetera Investment Advisers LLC
|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|
Total Assets Under Management330MILLIONS
Total Number of Accounts9ACCOUNTS
Average Account Value$36,651,363
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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