Best Investors Account Sign in
Inactive

Kelly Marie Stanley

Cogent Strategic Wealth LLC

Chicago, IL

Claim This Profile
Current Employers
Cogent Strategic Wealth Llc

77 West Wacker Drive Suite 4500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-08-03
  • IL RA
    APPROVED
    Since 2015-08-03

Branch Locations

77 West Wacker Drive Suite 4501, Chicago, IL 60601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cogent Strategic Wealth Chicago IL 07/2015 Present
  • 07/2015 → Present
    Cogent Strategic Wealth
    Chicago, IL
Previous Registrations
  • 2008-12-03 → 2015-07-21
    Cetera Advisors Llc
    Chicago, IL
Other Businesses

1) SPEAKING ENGAGEMENTS, SAME AS HOME ADDRESS, START 09/18/2012, SPEAKING ON APPROVED MATERIAL, FEW HOURS A MONTH, PAID PER ENGAGEMENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-02
  • S66 Uniform Combined State Law Examination
    2008-12-02
Designations
Other Names
  • Kelly Marie Daum

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor