John Cosgrove, financial advisor Ooltewah TN

John Cosgrove

CRD Number: 1659111
Current Firm: Kingsman Wealth Management

John Cosgrove (CRD# 1659111) is an Investment Advisor Representative working at Kingsman Wealth Management in Ooltewah, TN and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Kingsman Wealth Management Pensacola, FL Jan 2023 - Current 1
The Leadership Workshop LLC Ooltewah, TN Oct 2013 - Current 10
First Asset Financial Inc. Traverse City, MI Jun 2007 - Current 16
T C Advisors LLC Salina, KS Jan 2019 - Jan 2023 4
Aegis Law Enforcement Foundation Of Greater Chattanooga, Tn Chattanooga, TN Oct 2017 - Feb 2019 1
Chief Advisors Corp Salina, KS Oct 2007 - Dec 2018 11
Southern University Collegedale, TN Jan 2017 - May 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
S65 NASAA Investment Advisors Law Examination Dec 1994
Contact Info for John F. Cosgrove
Phone Number: 817-308-3111
Registered State(s):
  • FL
  • GA
  • LA
  • TN
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    378
    ACCOUNTS
  • Average Account Value
    $317,876
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

LA

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