Brian K. Cohoon

CASTELLAN

Louisville, KY 40223

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CRD#: 2285792

Professional summary

Brian Keith Cohoon, AIF®, CFP®, who also goes by Brian K. Cohoon, Brian Cohoon, is a registered financial advisor currently at CASTELLAN located in Louisville, Kentucky.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Brian has worked at 15 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian K. Cohoon | Brian Cohoon

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.

Non-variable insurance sales (fixed life, fixed annuities)**Consultant: Ashley Rountree - nonprofit organization consultants

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Keith Cohoon'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

January 4, 2024 - Present

CASTELLAN

Office #1: 2011 Lake Point Way Suite 001, Louisville, KY 40223

RIA

CRD#: 299363

Louisville, KY

Past

August 30, 2022 - December 7, 2023

ONEAMERICA SECURITIES, INC.

CRD#: 4173

Louisville, KY

Past

August 9, 2022 - December 7, 2023

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

Louisville, KY

Past

October 23, 2019 - August 6, 2022

CONTEXT FINANCIAL LLC

RIA

CRD#: 281812

Louisville, KY

Past

February 14, 2019 - October 22, 2019

INSPIRE ADVISORS, LLC

RIA

CRD#: 300279

HOLLISTER, CA

Past

August 9, 2017 - February 18, 2019

INSPIRE INVESTING, LLC

RIA

CRD#: 171988

Louisville, KY

Past

May 2, 2014 - April 10, 2015

OSAIC FS, INC.

CRD#: 3870

LOUISVILLE, KY

Past

April 22, 2014 - April 10, 2015

OSAIC FS, INC.

RIA

CRD#: 3870

LOUISVILLE, KY

Past

January 2, 2009 - August 10, 2012

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

LOUISVILLE, KY

Past

February 5, 2008 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

LOUISVILLE, KY

Past

January 25, 2008 - August 10, 2012

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LOUISVILLE, KY

Past

May 12, 2006 - January 29, 2008

OSAIC FS, INC.

CRD#: 3870

LOUISVILLE, KY

Past

June 1, 2005 - May 12, 2006

G. A. REPPLE & COMPANY

RIA

CRD#: 17486

LOUISVILLE, KY

Past

June 1, 2005 - May 12, 2006

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

Past

July 11, 2003 - June 1, 2005

ALEXANDER INVESTMENT SERVICES CO.

CRD#: 1037

LOUISVILLE, KY

Past

October 5, 2000 - January 17, 2002

BLUE VASE SECURITIES, LLC

CRD#: 46765

WASHINGTON, PA

Past

August 10, 1998 - October 13, 2000

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

October 1, 1997 - December 31, 1997

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

October 11, 1993 - October 1, 1997

USLIFE EQUITY SALES CORP.

CRD#: 7962

NEW YORK, NY

Past

November 2, 1992 - September 10, 1993

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

CASTELLAN

CASTELLAN | CASTELLAN GROUP, LLC

CRD#: 299363 / SEC#: 801-119581

RIA

Registered Investment Advisory firm - (10/2/2020 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

Kentucky
(1/4/2024)

IAR

Texas
(1/4/2024)

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 65

Date: 8/13/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/6/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/29/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/20/2000

General Securities Principal Examination

Current Firm

CASTELLAN

CASTELLAN | CASTELLAN GROUP, LLC

CRD#: 299363 / SEC#: 801-119581

RIA

Registered Investment Advisory firm - (10/2/2020 Approved)

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Contact information

Main Address

2011 Lake Point Way Suite 001, Louisville, KY 40223

Mailing Address

Po Box 43847, Louisville, KY 40253

Phone number

(859) 494-0523

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

CASTELLAN ADV PART 2A&2B (6/17/2025)

Regulatory assets under management

Total Number of Accounts	89
AUM (Assets Under Management)	$ 496,086,621

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2024	Cover Page	Report
04/27/2023	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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian K. Cohoon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Keith Cohoon's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

CONTEXT FINANCIAL LLC

INSPIRE ADVISORS, LLC

INSPIRE INVESTING, LLC

OSAIC FS, INC.

OSAIC FS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

OSAIC FS, INC.

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

ALEXANDER INVESTMENT SERVICES CO.

BLUE VASE SECURITIES, LLC

SUNAMERICA SECURITIES, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

USLIFE EQUITY SALES CORP.

EDWARD JONES

Primary Firm SEC Registration

CASTELLAN

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/1998

Series 63

Date: 11/6/1992

Series 7

Date: 10/29/1992

Series 24

Date: 12/20/2000

Current Firm

CASTELLAN

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

CASTELLAN

TRUST BUT VERIFY

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