Cosner Financial Group, LLC

Cosner Financial Group, LLC (CRD# 147942) is a financial advisory firm headquartered in Fort Collins, CO. They manage $122,340,000 in 1,132 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    1,132
    ACCOUNTS
  • Average Account Value
    $108,074
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
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.

CO, LA, NM, OK, TX

Financial Advisors at Cosner Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James P. Cosner
CRD#: 1887985
204 Maple Street, Suite 104, Fort Collins, CO 80524
93
Wealthminder
score

James Cosner (CRD# 1887985) is an Investment Advisor Representative working at Cosner Financial Group, LLC in Fort Collins, CO and has over 28 years of experience in the finance industry.

2
Ryan P. Cosner
CRD#: 4599362
204 Maple Street, Suite 104, Fort Collins, CO 80524
93
Wealthminder
score

Ryan Cosner (CRD# 4599362) is an Investment Advisor Representative working at Cosner Financial Group, LLC in Fort Collins, CO and has over 9 years of experience in the finance industry.

3
Austin G. Kelly
CRD#: 4851478
204 Maple Street, Suite 104, Fort Collins, CO 80521
93
Wealthminder
score

Austin Kelly (CRD# 4851478) is an Investment Advisor Representative working at Cosner Financial Group, LLC in Fort Collins, CO and has over 11 years of experience in the finance industry.

4
Jeremy C. Newton
CRD#: 5325210
1030 Andrews Highway, Suite 112, Midland, TX 79701
93
Wealthminder
score

Jeremy Newton (CRD# 5325210) is an Investment Advisor Representative working at Cosner Financial Group, LLC in Midland, TX and has over 8 years of experience in the finance industry.

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