Cosner Financial Group, LLC
Cosner Financial Group, LLC (CRD# 147942) is a financial advisory firm headquartered in Windsor, CO. They manage $272,915,787 in 996 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management273MILLION
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Total Number of Accounts996ACCOUNTS
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Average Account Value$274,012
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CO, FL, LA, NE, NH, NM, OK, TX, WY
John Alpers (CRD# 2704475) is an Investment Advisor Representative working at Cosner Financial Group, LLC in Broomfield, CO and has over 26 years of experience in the finance industry.
Ryan Cosner (CRD# 4599362) is an Investment Advisor Representative working at Cosner Financial Group, LLC in Fort Collins, CO and has over 17 years of experience in the finance industry.
Jeremy Newton (CRD# 5325210) is an Investment Advisor Representative working at Cosner Financial Group, LLC in Windsor, CO and has over 16 years of experience in the finance industry.
Austin Gunsauls (CRD# 7422096) is an Investment Advisor Representative working at Cosner Financial Group, LLC in Windsor, CO and has over 2 years of experience in the finance industry.