Cogent Advisor LLC

Cogent Advisor LLC (CRD# 152715) is a financial advisory firm headquartered in Chicago, IL. They manage $101,175,965 in 242 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $418,083
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MS

Financial Advisors at Cogent Advisor LLC
Showing 1 - 3 of 3 top financial advisors.
1
Allen G. Regan
CRD#: 5282338
Biloxi, MS
96
Wealthminder
score

Allen Regan (CRD# 5282338) is an Investment Advisor Representative working at Cogent Advisor LLC in Biloxi, MS and has over 7 years of experience in the finance industry. Allen Regan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kelly M. Stanley
CRD#: 5582143
233 S. Wacker Drive, 84th Floor, Chicago, IL 60606
96
Wealthminder
score

Kelly Stanley (CRD# 5582143) is an Investment Advisor Representative working at Cogent Advisor LLC in Chicago, IL and has over 8 years of experience in the finance industry. Kelly Stanley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael J. Evans
CRD#: 5751636
233 S. Wacker Drive, 84th Floor, Chicago, IL 60606
93
Wealthminder
score

Michael Evans (CRD# 5751636) is an Investment Advisor Representative working at Cogent Advisor LLC in Chicago, IL and has over 6 years of experience in the finance industry.

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