Best Investors Account Sign in
Inactive

Michael J. Evans

Cogent Strategic Wealth LLC

Chicago, IL

St. George, UT

CRD 5751636

Claim This Profile
Employer firm

Cogent Strategic Wealth LLC CRD 152715

$336M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Cogent Strategic Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-05-20
IL RA APPROVED 2010-02-03
  • UT RA
    APPROVED
    Since 2021-05-20
  • IL RA
    APPROVED
    Since 2010-02-03

Branch Locations

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

1031 S. Bluff Street Suite 170, St. George, UT 84770 • 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 11/2009 Present
  • 11/2009 → Present
    Cogent Strategic Wealth
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-17
  • S65 Uniform Investment Adviser Law Examination
    2009-12-17
Other Names
  • Michael John Evans

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor