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Avra Lynn Cohn

Osaic Wealth, Inc.

Highland Park, IL

Chicago, IL

CRD 1237105

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-14
  • IL RA
    APPROVED
    Since 2024-06-14

Branch Locations

Highland Park, IL • United States

53 W. Jackson Blvd. Suite 556, Chicago, IL 60604 • 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
Securities America, Inc Lagrange IL 05/2001 06/2024
Avra Cohn Hinsdale IL 06/2001 Present
Securities America Advisors, Inc. Chicago IL 05/2001 06/2024
Osaic Wealth, Inc. Chicago IL 06/2024 Present
Osaic Wealth, Inc. Chicago IL 06/2024 Present
  • 05/2001 → 06/2024
    Securities America, Inc
    Lagrange, IL
  • 06/2001 → Present
    Avra Cohn
    Hinsdale , IL
  • 05/2001 → 06/2024
    Securities America Advisors, Inc.
    Chicago, IL
  • 06/2024 → Present
    Chicago, IL
  • 06/2024 → Present
    Chicago, IL
Previous Registrations
  • 2009-04-23 → 2024-06-14
    Securities America Advisors, Inc.
    Chicago, IL
Other Businesses

***3549 INVESTORS LLC POSITION: see description above NATURE: My brother and I own 5 homes that we rent out. I am responsible for renovation, acquiring and qualifying potential tenants, filling out the lease agreements and working with various service professionals to preform maintenance and repairs as needed. I do not provide any of the capital used to purchase, update or maintain the homes. My brother is responsible for all the funding. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2019 ADDRESS: 1291 McDaniels, Highland Park IL 60035 DESCRIPTION: Please see above description of my involvement ***INVESTMENT ADVISOR REPRESENTATIVE POSITION: IAR NATURE: SAA Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 100 START DATE: 05/30/2009 ADDRESS: 53 W. Jackson Blvd, Chicago IL 60604 DESCRIPTION: I manage client investment assets in brokerage accounts with NFS thru Securities America Advisors, Inc ***FELTHEIMER COHN & ASSOCIATES POSITION: Insurance Salesperson NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2001 ADDRESS: 53 W. Jackson Blvd., Chicago IL 60604 DESCRIPTION: I provide insurance products that meet my clients needs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-20
S63 Uniform Securities Agent State Law Examination 1991-11-22
  • S66 Uniform Combined State Law Examination
    2009-04-20
  • S63 Uniform Securities Agent State Law Examination
    1991-11-22

View on SEC IAPD

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