Cookson Financial, LLC

Cookson Financial, LLC (CRD# 142407) is a financial advisory firm headquartered in Excelsior, MN. They manage $32,749,022 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
500 Lake St, Suite 205, Excelsior, MN 55331
http://www.cooksonfinancial.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $425,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Cookson Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Cookson, financial advisor Excelsior MN
Matthew L. Cookson
CRD#: 2377820
500 Lake St, Suite 205, Excelsior, MN 55331

Matthew Cookson (CRD# 2377820) is an Investment Advisor Representative working at Cookson Financial, LLC in Excelsior, MN and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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