Ryan
Cosner

Cosner Financial Group, LLC

CRD#4599362
Investment Advisor
in Fort Collins, CO

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About this Advisor

Ryan Cosner is a financial advisor based in Fort Collins, Colorado, working with Cosner Financial Group, LLC. Ryan has previously held positions at Cosner Financial Group, LLC and Triad Advisors Inc. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Ryan is part of Cosner Financial Group, LLC, which operates out of Fort Collins, Colorado. The firm has 1 office and 5 employees. The firm manages assets totaling $272.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Cosner Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

204 Maple Street Suite 104
Fort Collins, CO 80524

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Cosner Financial Group, LLC Brokerage Details

Total Assets Under Management

$272,915,787

CO Average: $2,349,664,866
Total Number of Employees

5

CO Average: 28
Total Number of Accounts

996

CO Average: 1,101
Average Account Size

$274,012

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ryan Cosner Work History

2011 - Present (14 years)

Triad Advisors Inc

2008 - Present (17 years)

Cosner Financial Group, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ryan Cosner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cosner Financial Group, LLC

Austin Gunsauls
Windsor, CO
John Alpers
Broomfield, CO
Ryan Cosner
Fort Collins, CO
Jeremy Newton
Windsor, CO

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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