Robert V. Bolen

COGENTBLUE

Franklin, TN

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CRD#: 1557289

Professional summary

Robert Verne Bolen, who also goes by Bob Bolen, is a registered financial advisor currently at COGENTBLUE located in Franklin, Tennessee.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Robert has worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Bolen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Touchstone Pathway, Inc.; Not investment related; 3249 Blazer Road, Franklin, TN 37064; Software as a service Web application; CEO; April 12, 2016; 80 hours per month/40 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Verne Bolen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 21, 2021 - Present

COGENTBLUE

RIA

CRD#: 312899

Franklin, TN

Past

August 14, 2020 - October 4, 2021

WEALTHCARE ADVISORY PARTNERS LLC

RIA

CRD#: 171976

FRANKLIN, TN

Past

March 7, 2018 - April 13, 2020

CAPITAL ONE INVESTING, INC.

RIA

CRD#: 285084

Brentwood, TN

Past

April 30, 2007 - December 31, 2018

ENVISION WEALTH PLANNING

RIA

CRD#: 128441

BRENTWOOD, TN

Past

March 4, 2004 - April 8, 2007

ENVISION WEALTH PLANNING

RIA

CRD#: 128441

FRANKLIN, TN

Past

May 9, 2002 - October 2, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FRANKLIN, TN

Past

April 30, 2002 - October 2, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 8, 1989 - July 6, 2000

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

Past

January 27, 1988 - August 7, 1989

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

September 24, 1986 - January 1, 1988

PRUDENTIAL ASSET SALES & SYNDICATIONS, INC. ("PASS")

CRD#: 15363

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COGENTBLUE

COGENTBLUE | COGENTBLUE WEALTH ADVISORS, LLC

CRD#: 312899 / SEC#: 801-125745

RIA

Registered Investment Advisory firm - (5/26/2022 Approved)

Tennessee

Registered Investment Advisory firm - (7/7/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(7/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/8/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/27/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/20/1986

General Securities Representative Examination

Current Firm

COGENTBLUE

COGENTBLUE | COGENTBLUE WEALTH ADVISORS, LLC

CRD#: 312899 / SEC#: 801-125745

RIA

Registered Investment Advisory firm - (5/26/2022 Approved)

Tennessee

Registered Investment Advisory firm - (7/7/2022 Terminated)

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Contact information

Main Address

4533 Papermill Drive Suite 105, Knoxville, TN 37909

Mailing Address

Phone number

(865) 309-5892

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (6/24/2025)

Regulatory assets under management

Total Number of Accounts	413
AUM (Assets Under Management)	$ 566,021,606

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/30/2025	Cover Page	Report
10/28/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert V. Bolen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Verne Bolen's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHCARE ADVISORY PARTNERS LLC

CAPITAL ONE INVESTING, INC.

ENVISION WEALTH PLANNING

ENVISION WEALTH PLANNING

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.C. BRADFORD & CO.

TRUIST SECURITIES, INC.

PRUDENTIAL ASSET SALES & SYNDICATIONS, INC. ("PASS")

Primary Firm SEC Registration

COGENTBLUE

State Registrations and Notice Filings

Exams

Series 66

Date: 5/8/2002

Series 63

Date: 4/27/1988

Series 7

Date: 9/20/1986

Current Firm

COGENTBLUE

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COGENTBLUE

TRUST BUT VERIFY

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