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AM

Andrew K. Mulindwa

COGNIS RETIREMENT GROUP LLC
PHOENIX, AZ 85016
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CRD#: 5876287
AM

Professional summary


Andrew Kayanga Mulindwa, who also goes by Andrew Kynga Mulindwa, is a registered financial advisor currently at COGNIS RETIREMENT GROUP LLC located in Phoenix, Arizona.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Andrew has worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Andrew Kynga Mulindwa

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.
Director/Co-founder - Cognis Private Markets Visiting Professor - Local Universities

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Andrew Kayanga Mulindwa'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®
None

Experience


Current

October 25, 2023 - Present

COGNIS RETIREMENT GROUP LLC

Office #1: 2325 E. Camelback Rd Ste 400, Phoenix, AZ 85016
RIA
CRD#: 166814
PHOENIX, AZ
Past

June 10, 2019 - December 31, 2022

COGNIS RETIREMENT GROUP LLC

RIA
CRD#: 166814
SCOTTSDALE, AZ
Past

May 21, 2014 - December 31, 2014

COGNIS RETIREMENT GROUP LLC

RIA
CRD#: 166814
DENVER, CO
Past

May 21, 2014 - December 31, 2018

COGNIS RETIREMENT GROUP LLC

RIA
CRD#: 166814
GREENWOOD VILLAGE, CO
Past

April 6, 2011 - December 31, 2011

ZETA CAPITAL MARKETS, LLC

RIA
CRD#: 156116
WOBURN, MA

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
Arizona
(10/25/2023)

Exams


Current Firm


CR
COGNIS RETIREMENT GROUP LLC
COGNIS GROUP, LLC | COGNIS RETIREMENT GROUP LLC

CRD#: 166814 / SEC#:

Arizona
Registered Investment Advisory firm - (10/25/2023 Approved)
Colorado
Registered Investment Advisory firm - (12/31/2022 Failure to Renew)
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Contact information


Main Address
2325 E. Camelback Rd Ste 400, Phoenix, AZ 85016
Mailing Address
Phone number
(480) 364-7401
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


COGNIS RETIREMENT GROUP LLC

CRD#: 166814Phoenix, AZ 85016

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