Cogan Keith

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2017 → 11/2024
  Edward Jones
  St Louis, MO
• 11/2014 → 08/2017
  Dever Distributing
  Terre Haute, IN
• 11/2024 → Present
  Lpl Financial Llc
  Brazil, IN

Previous Registrations

• 2017-12-05 → 2024-11-08
  Edward Jones
  Terre Haute, IN
  St Louis, MO
  Terre Haute, IN

Other Businesses

1) 2026-04-23 - Maker's Pride - Outside/W-2 Employment - N - 40 - 0 - Terre Haute IN - 2026-04-10 - Inspect product for quality and any signs of foreign material contamination 2) 2024-11-04 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Keith Financial - DBA for LPL Business (entity for LPL business) - Y - 160 - 6.5 - at reported business location(s) - 2024-10-31 -

Exams

• S66 Uniform Combined State Law Examination
  2017-12-04

Other Names

• Cogan Keith
• Cogan James Keith