Andrew David Cohn
Investment adviser representative at Focus Partners Wealth, LLC
16 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
Are you Andrew David Cohn? 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-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Focus Partners Wealth, LLCJan 2026 to now
- Kovitz Investment Group Partners, LLCMay 2024 to now
- Rotunda StrategyOct 2010 to now
- Goliath EnterprisesJan 2010 to now
- Strategic Wealth PartnersJul 2019 to May 2024
- Kestra Financial Services, Inc.Apr 2016 to Jul 2019
- The Bensman GroupAug 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (IL).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 6281360
- Firm CRD
- 159289