Renee Lori Cohen

Employer firm

Blacklines Financial CRD 323340

$53.0M regulatory AUM 249 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 06/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2015 → 06/2024
  Northwestern Mutual Investment Services Llc
  Los Angeles, CA
• 06/2016 → 06/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2024 → Present
  Blacklines Financial
  Los Angeles, CA

Other Businesses

Renee acts as an insurance agent, a non investment-related business. She sells life insurance, disability, long term care, and annuities products. This takes up approximately 5 hours per month of her time.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-01-25

Designations

• Certified Financial Planner

Other Names

• Renee Cohen