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).

Current Firm Details
628 Main St, Windsor, CO 80550
http://cosnerfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    273
    MILLION
  • Total Number of Accounts
    996
    ACCOUNTS
  • Average Account Value
    $274,012
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, LA, NE, NH, NM, OK, TX, WY

Financial Advisors at Cosner Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John Alpers, financial advisor Broomfield CO
John H. Alpers
CRD#: 2704475
Broomfield, CO

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.

2
Ryan Cosner, financial advisor Fort Collins CO
Ryan P. Cosner
CRD#: 4599362
204 Maple Street, Suite 104, Fort Collins, CO 80524

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.

3
Jeremy Newton, financial advisor Windsor CO
Jeremy C. Newton
CRD#: 5325210
628 Main St, Windsor, CO 80550

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.

4
Austin Gunsauls, financial advisor Windsor CO
Austin J. Gunsauls
CRD#: 7422096
628 Main St, Windsor, CO 80550

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.

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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