Kristopher Lee Schnell
Investment adviser representative at Cogent Independent Advisors, Inc.
14 yearsExperience
3 statesRegistered in
$112.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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.
- Cogent Independent Advisors, Inc.May 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, FL).
Cogent Independent Advisors, Inc.
$112.4MAssets managed
238Clients
1Advisers
Under 1 yearIn 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
- 4820715
- Firm CRD
- 161659