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628 Main St, Windsor, CO 80550 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-01-06 |
| CO | RA | APPROVED | 2009-01-13 |
Branch Locations
204 Maple Street Suite 104, Ft. Collins, CO 80524 • United States
628 Main St, Windsor, CO 80550 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cosner Financial Group, Llc | Ft. Collins | CO | 09/2008 | Present |
| Triad Advisors Inc | Ft. Collins | CO | 06/2011 | 08/2024 |
| Osaic Wealth, Inc. | Windsor | CO | 08/2024 | Present |
1. COSNER FINANCIAL GROUP LLC; INVESTMENT RELATED; 204 MAPLE ST STE 104 FORT COLLINS CO 80521; RIA FIRM; CCO; 8/2009; 80 HRS/MONTH; 3HRS/DAY; SALARY; OVER SEE ALL COMPLIANCE 2. BOYS AND GIRLS CLUB OF LARIMER CO; 103 SMOKEY ST, FORT COLLINS, CO 80525-3801; NOT INVESTMENT RELATED; NON-PROFIT HELPING AT RISK KIDS IN OUR COMMUNITY; PRESIDENT-ELECT; 1/2013; 5 HOURS PER MONTH; 15 MINS PER TRADING DAY; WORK WITH STUFF AND OTHER BOARD MEMBERS TO ENSURE OUR PROGRAMS OFFERED ARE EFFECTIVE EFFICIENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-10 |
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