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EV

Eric Veve

COHESION WEALTH MANAGEMENT
BROOMFIELD, CO 80021
Some features on this profile are disabled
CRD#: 5725249
EV

Professional summary

Eric Veve, AIF® is a registered financial advisor currently at COHESION WEALTH MANAGEMENT, LLC located in Broomfield, Colorado.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Eric has worked at 7 firms and has passed the Series 66, 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Veve'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

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 10, 2013 - October 2, 2018

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
LAFAYETTE, CO
Past

October 30, 2012 - December 14, 2020

EPIQWEST INVESTMENT CORPORATION

RIA
CRD#: 145663
BROOMFIELD, CO
Past

July 13, 2012 - June 7, 2013

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
LAFAYETTE, CO
Past

September 29, 2010 - July 10, 2012

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BROOMFIELD, CO
Past

September 21, 2010 - July 9, 2012

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BROOMFIELD, CO
Past

May 5, 2010 - August 26, 2010

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
GREENWOOD VILLAGE, CO
Past

October 26, 2009 - August 26, 2010

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
GREENWOOD VILLAGE, 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".
CW
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/24/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CW
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
8

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (1/8/2026)

Regulatory assets under management

Total Number of Accounts583
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.

Company Information

COHESION WEALTH MANAGEMENT, LLC

CRD#: 308980Broomfield, CO 80021

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