Cogent Strategic Wealth LLC

Cogent Strategic Wealth LLC (CRD# 152715) is a financial advisory firm headquartered in Chicago, IL. They manage $250,140,536 in 424 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $589,954
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

IL, UT

Financial Advisors at Cogent Strategic Wealth LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Evans
CRD#: 5751636
77 West Wacker Drive, Suite 4500, Chicago, IL 60601

Michael Evans (CRD# 5751636) is an Investment Advisor Representative working at Cogent Strategic Wealth LLC in Chicago, IL and has over 14 years of experience in the finance industry.

2
Kelly M. Stanley
CRD#: 5582143
77 West Wacker Drive, Suite 4501, Chicago, IL 60601

Kelly Stanley (CRD# 5582143) is an Investment Advisor Representative working at Cogent Strategic Wealth LLC in Chicago, IL and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.