Chad Cosens, financial advisor Simi Valley CA
90 score

Chad Cosens

CRD Number: 6035230
Current Firm: Hbw Advisory Services LLC

Chad Cosens (CRD# 6035230) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Compass Financial Advisors Fort Scott, KS Jan 2013 - Current 3
Hbw Advisory Services LLC Simi Valley, CA Aug 2012 - Current 4
Chad Cosens Fort Scott, KS Jul 2012 - Current 4
Hairbow Center Fort Scott, KS Jul 2012 - Current 4
Hbw Securities LLC Simi Valley, CA Feb 2012 - Dec 2012 < 1
Banwart Financial Group Fort Scott, KS Jan 2012 - Dec 2012 < 1
Ryerson Kansas City, MO Dec 2010 - Jul 2012 1
Cosens Architectural Fort Scott, KS Jul 2010 - Nov 2010 < 1
Unemployed Fort Scott, KS Jan 2010 - Nov 2010 < 1
Tubelite, Inc. Walker, MI Jul 2006 - Jan 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Chad L. Cosens
Phone Number: 800-473-3856
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    241
    MILLIONS
  • Total Number of Accounts
    3,782
    ACCOUNTS
  • Average Account Value
    $63,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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