Ross Cohen, financial advisor Deerfield IL
93 score

Ross Cohen

CRD Number: 6261186
Current Firm: Nadler Financial Group, Inc.

Ross Cohen (CRD# 6261186) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 4 years of experience in the finance industry. Ross Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ausdal Financial Partners, Inc. Davenport, IA Jan 2017 - Current 1
Nadler Financial Group Deerfield, IL Nov 2016 - Current 1
B.c. Ziegler And Company Chicago, IL Feb 2015 - Nov 2016 1
Axa Advisors, LLC New York, NY Dec 2013 - Jan 2015 1
Unemployed Northbrook, IL Sep 2013 - Dec 2013 < 1
University Of Illinois Champaign, IL May 2013 - Sep 2013 < 1
University Of Illinois Champaign, IL Aug 2009 - Aug 2013 4
Coe Capital Management Deerfield, IL May 2012 - Aug 2012 < 1 Chicago, IL Jun 2011 - Oct 2011 < 1
Chicago Blackhawks Chicago, IL Jun 2009 - Aug 2011 2
Glenbard North High School Northbrook, IL Aug 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Ross D. Cohen
Phone Number: 847-940-4040
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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