Ronald J. Besonen

COHESION WEALTH MANAGEMENT

BROOMFIELD, CO 80021

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CRD#: 1968461

Professional summary

Ronald John Besonen is a registered financial advisor currently at COHESION WEALTH MANAGEMENT, LLC located in Broomfield, Colorado.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ronald has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.Epiqwest Financial Corporation, No, 2590 Trailridge Dr. E 101 Lafayette, Co 80026, Insurance Sales: Fixed, Life, Disability, Long Term Care and Annuity Sales - Insurance Producer - Since Oct 2009 - 40 HRS./Mo./Trading Hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald John Besonen'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

June 15, 2020 - Present

COHESION WEALTH MANAGEMENT, LLC

Office #1: 360 Interlocken Blvd. Suite 104, Broomfield, CO 80021

RIA

CRD#: 308980

BROOMFIELD, CO

Past

May 16, 2013 - October 2, 2018

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

LAFAYETTE, CO

Past

August 4, 2011 - June 7, 2013

CENTAURUS FINANCIAL, INC.

CRD#: 30833

LAFAYETTE, CO

Past

May 15, 2009 - June 13, 2011

MCL FINANCIAL GROUP, INC.

CRD#: 41180

LAFAYETTE, CO

Past

April 9, 2009 - June 13, 2011

MCL FINANCIAL GROUP, INC.

RIA

CRD#: 41180

LAFAYETTE, CO

Past

March 10, 2008 - December 14, 2020

EPIQWEST INVESTMENT CORPORATION

RIA

CRD#: 145663

BROOMFIELD, CO

Past

April 24, 2007 - December 31, 2010

EPIQWEST FINANCIAL COPORATION

RIA

CRD#: 133482

ERIE, CO

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".

COHESION WEALTH MANAGEMENT, LLC

COHESION WEALTH MANAGEMENT, LLC | EPIQWEST CULVER WEALTH ADVISORS LLC

CRD#: 308980 / SEC#: 801-118720

RIA

Registered Investment Advisory firm - (5/18/2020 Approved)

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

Colorado
(6/15/2020)

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

Series 63

Date: 8/8/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/23/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2009

General Securities Representative Examination

Current Firm

COHESION WEALTH MANAGEMENT, LLC

COHESION WEALTH MANAGEMENT, LLC | EPIQWEST CULVER WEALTH ADVISORS LLC

CRD#: 308980 / SEC#: 801-118720

RIA

Registered Investment Advisory firm - (5/18/2020 Approved)

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Contact information

Main Address

370 Interlocken Blvd., Suite 290, Broomfield, CO 80021

Mailing Address

Phone number

(303) 442-3670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (11/7/2025)

Regulatory assets under management

Total Number of Accounts	583
AUM (Assets Under Management)	$ 227,910,817

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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Advisor Monitoring

Firm Stability Insights

Ronald J. Besonen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald John Besonen's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CENTAURUS FINANCIAL, INC.

MCL FINANCIAL GROUP, INC.

MCL FINANCIAL GROUP, INC.

EPIQWEST INVESTMENT CORPORATION

EPIQWEST FINANCIAL COPORATION

Primary Firm SEC Registration

COHESION WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/8/2009

Series 65

Date: 4/23/2007

SIE

Date: 10/1/2018

Series 7

Date: 5/14/2009

Current Firm

COHESION WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COHESION WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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