Robert Louis Cohen
Investment adviser representative at Tandem Wealth Advisors
8 yearsExperience
2 statesRegistered in
$261.5MFirm assets
7 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Tandem Wealth AdvisorsDec 2021 to now
- SabbaticalJul 2021 to Dec 2021
- Tandem Wealth Advisors LLCJan 2018 to Jul 2021
- Lotuswei LLCDec 2013 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, WA).
Tandem Wealth Advisors
Legal name: Tandem Wealth Advisors LLC
$261.5MAssets managed
310Clients
7Advisers
7 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
- 6972937
- Firm CRD
- 157794