Michael Andrew Cohen

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Denver, CO
• 01/2025 → Present
  Osaic Wealth, Inc.
  Denver, CO

Previous Registrations

• 1999-09-07 → 2025-01-24
  Osaic Fa, Inc.
  Denver, CO
  Denver, CO

Other Businesses

1) MICHAEL COHEN 8055 E TUFFS AVENUE DENVER, CO CATEGORY: LIFE SETTLEMENTS INVESTMENT RELATED: YES TITLE: AGENT DUTIES: ASSIST CLIENTS WITH LIFE SETTLEMENTS ON TRADITIONAL LIFE INSURANCE. START DATE: 8/2016 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) TRUE NORTH WEALTH MANAGEMENT, LLC. 8055 E. TUFTS AVENUE, SUITE 1400 DENVER, CO 80237 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: USES LEGAL ENTITY TO MANAGE BUSINESS EXPENSES START DATE: 01/20 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 3)AGRIBUSINESS SUCCESSION ADVISORS, LLC - DBA ASA 8055 EAST TUFTS AVE, STE 1400 DENVER, CO 80237 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: CO-OWNER OF ENTITY USED FOR BUSINESS EXPENSE MANAGEMENT PURPOSES AND OFFERING TRADITIONAL LIFE INSURANCE AND FIXED ANNUITIES. START DATE: 01/2023 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80 4) MICHAEL A. COHEN POSITION: Agent NATURE: Out side insurance sales with either Crump or occasionally an outside insurance broker INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/1984 ADDRESS: 8055 E Tufts Avenue, Suite 1400, Denver CO 80237, United States DESCRIPTION: Using Crump or outside brokerage when I cannot find a solution in Osaic 5) TRUSTEE OF MARY LOU COHEN REVOCABLE TRUST POSITION: Trustee NATURE: Investment Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/30/2019 ADDRESS: 8055 E. Tufts Avenue, Suite 1400, Denver CO 80237, United States DESCRIPTION: Investment Management Services 6) TRUSTEE, MARY LOU COHEN MARITAL TRUST POSITION: Trustee NATURE: Investment Management, Cash flow to cover expenses INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/30/2019 ADDRESS: 8055 E Tufts Ave, Suite 1400, Denver CO 80237, United States DESCRIPTION: Investment Management 7) TRUSTEE FOR HOWARD AND MARY LOU COHEN CHARITABLE REMAINDER TRUST POSITION: Trustee NATURE: Investment Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/30/2019 ADDRESS: 8055 E Tufts Ave, Suite 1400, Denver CO 80237, United States DESCRIPTION: Investment Management

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-10-24