Cogent Independent Advisors, Inc.

Cogent Independent Advisors, Inc. (CRD# 161659) is a financial advisory firm headquartered in Parker, CO. They manage $14,000,000 in 115 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $121,739
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
  • Educational seminars/workshops
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.

CA, CO

Financial Advisors at Cogent Independent Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Deborah W. Ellis
CRD#: 3203427
19501 East Mainstreet, Suite 200, Parker, CO 80138
93
Wealthminder
score

Deborah Ellis (CRD# 3203427) is an Investment Advisor Representative working at Cogent Independent Advisors, Inc. in Parker, CO and has over 5 years of experience in the finance industry.

2
Kristopher L. Schnell
CRD#: 4820715
199 West Hillcrest Drive, Thousand Oaks, CA 91360
81
Wealthminder
score

Kristopher Schnell (CRD# 4820715) is an Investment Advisor Representative working at Cogent Independent Advisors, Inc. in Thousand Oaks, CA and has over 12 years of experience in the finance industry.

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