Lawrence
Cohen

Mesirow Financial Investment Management, Inc

CRD#1297239
Investment Advisor
in Chicago, IL

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About this Advisor

Lawrence Cohen is a financial advisor who works in Chicago, Illinois with a total of 17 years of industry experience. Cohen is an advisor for Mesirow Financial Investment Management, Inc. They have worked at Mesirow Financial Investment Management, Inc for their entire career. Cohen has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Illinois, Montana and Texas. Mesirow Financial Investment Management, Inc is a financial advisory firm operating out of Chicago, IL. The firm has offices in 14 locations and a total of 197 financial advisors. It manages $43 billion in assets across its 13,079 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 20 charities and foundations. The business offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely are based on which services are offered. Fees billed by Mesirow Financial Investment Management, Inc can include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

353 N. Clark St
Chicago, IL 60654

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Mesirow Financial Investment Management, Inc Brokerage Details

Total Assets Under Management

$43,288,550,000

IL Average: $6,674,516,078
Total Number of Employees

197

IL Average: 44
Total Number of Accounts

13,079

IL Average: 2,564
Average Account Size

$3,309,775

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Lawrence Cohen Work History

Lawrence has been registered as a financial advisor for 17 years.*

1993 - Present (31 years)

Mesirow Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lawrence Cohen 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 Mesirow Financial Investment Management, Inc

Sumit Desai
Chicago, IL
Jeffrey Condren
Chicago, IL
Miles Matheson
Littleton, CO
Eric Welt
Chicago, IL
Rita Latnhotha
Chicago, IL
Servia Rindfleish
Chicago, IL
Aaron Heltsley
Chicago, IL
James Gaines
Highland Park, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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