RC
Ryan P. Cosner
COSNER FINANCIAL GROUP
FT. COLLINS, CO 80524
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CRD#: 4599362
RC
Professional summary
Ryan Patrick Cosner is a registered financial advisor currently at COSNER FINANCIAL GROUP, LLC located in Ft. Collins, Colorado and OSAIC WEALTH, INC. located in Windsor, Colorado.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Ryan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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. COSNER FINANCIAL GROUP LLC; INVESTMENT RELATED; 204 MAPLE ST STE 104 FORT COLLINS CO 80521; RIA FIRM; CCO; 8/2009; 80 HRS/MONTH; 3HRS/DAY; SALARY; OVER SEE ALL COMPLIANCE
2. BOYS AND GIRLS CLUB OF LARIMER CO; 103 SMOKEY ST, FORT COLLINS, CO 80525-3801; NOT INVESTMENT RELATED; NON-PROFIT HELPING AT RISK KIDS IN OUR COMMUNITY; PRESIDENT-ELECT; 1/2013; 5 HOURS PER MONTH; 15 MINS PER TRADING DAY; WORK WITH STUFF AND OTHER BOARD MEMBERS TO ENSURE OUR PROGRAMS OFFERED ARE EFFECTIVE EFFICIENT.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Patrick Cosner's 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®
NoneExperience
Current
January 13, 2009 - Present
COSNER FINANCIAL GROUP, LLC
Office #1: 204 Maple Street Suite 104, Ft. Collins, CO 80524RIA
CRD#: 147942
FT. COLLINS, CO
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 628 Main Street, Windsor, CO 80550-5133RIA
BD
CRD#: 23131
Windsor, CO
Past
June 2, 2011 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Windsor, CO
Past
November 14, 2008 - December 31, 2013
COSNER FINANCIAL GROUP, LLC
RIA
CRD#: 147942
MIDLAND, TX
Past
August 25, 2006 - June 3, 2011
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
MIDLAND, TX
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".
CF
COSNER FINANCIAL GROUP, LLC
COSNER FINANCIAL GROUP, LLC
CRD#: 147942 / SEC#: 801-95177
RIA
Registered Investment Advisory firm - (4/22/2015 Approved)Colorado
Registered Investment Advisory firm - (5/14/2015 Terminated)Louisiana
Registered Investment Advisory firm - (5/11/2015 Terminated)New Mexico
Registered Investment Advisory firm - (5/4/2015 Terminated)Oklahoma
Registered Investment Advisory firm - (5/1/2015 Terminated)Texas
Registered Investment Advisory firm - (5/1/2015 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(8/23/2024)
IAR
Colorado(1/13/2009)
RR
Colorado(8/23/2024)
RR
Florida(8/23/2024)
RR
Massachusetts(8/23/2024)
RR
Minnesota(8/23/2024)
RR
Montana(8/23/2024)
RR
Nebraska(12/20/2024)
RR
New Mexico(8/23/2024)
IAR
Texas(1/6/2014)
RR
Texas(8/23/2024)
RR
Virginia(8/23/2024)
RR
Wisconsin(8/23/2024)
RR
Wyoming(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
COSNER FINANCIAL GROUP, LLC
COSNER FINANCIAL GROUP, LLC
CRD#: 147942 / SEC#: 801-95177
RIA
Registered Investment Advisory firm - (4/22/2015 Approved)Colorado
Registered Investment Advisory firm - (5/14/2015 Terminated)Louisiana
Registered Investment Advisory firm - (5/11/2015 Terminated)New Mexico
Registered Investment Advisory firm - (5/4/2015 Terminated)Oklahoma
Registered Investment Advisory firm - (5/1/2015 Terminated)Texas
Registered Investment Advisory firm - (5/1/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
628 Main St, Windsor, CO 80550
Mailing Address
Phone number
(970) 482-3922
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 985 |
| AUM (Assets Under Management) | $ 324,481,630 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COSNER FINANCIAL GROUP, LLC
CRD#: 147942Ft. Collins, CO 80524TRUST BUT VERIFY
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