Luke Coogan
Investment adviser representative at Columbia Management Investment Advisers, LLC
11 yearsExperience
1 stateRegistered in
$502.4BFirm assets
40 yearsFirm in business
Are you Luke Coogan? 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Columbia Management Investment Advisers, LLCJul 2024 to now
- Columbia Management Investment Distributors, Inc.Jul 2024 to now
- Foreside Fund Services, LLCDec 2022 to Jul 2024
- Compass Distributors, LLCNov 2019 to Dec 2022
- North Square InvestmentsJun 2019 to Jul 2024
- Deawm Distributors, IncMay 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
Columbia Management Investment Advisers, LLC
$502.4BAssets managed
4,251Clients
201Advisers
40 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
- 6200329
- Firm CRD
- 108257