Brian Keith Cohoon
Investment adviser representative at Castellan
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$882.2MFirm assets
Are you Brian Keith Cohoon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- CastellanJan 2024 to now
- Castellan GroupJan 2024 to now
- American United LifeFeb 2022 to now
- Oneamerica SecuritiesAug 2022 to Dec 2023
- Commonwealth Bank and TrustJan 2020 to Aug 2022
- Context Financial LLCAug 2019 to Aug 2022
- Inspire Advisors, LLCFeb 2019 to Oct 2019
- InspireJul 2017 to Feb 2019
- First Bankers Trust Co.May 2017 to Dec 2019
- Unified Trust CompanyAug 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Castellan
Legal name: Castellan Group, LLC
$882.2MAssets managed
23Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2285792
- Firm CRD
- 299363