Renee L. Cohen
Professional summary
Renee Lori Cohen, CFP®, who also goes by Renee Cohen, is a registered financial advisor currently at BLACKLINES FINANCIAL located in Los Angeles, California.
Renee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Renee has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Renee Lori Cohen's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
May 31, 2024 - Present
BLACKLINES FINANCIAL
Office #1: 515 S Flower St 18th Floor, Los Angeles, CA 90071January 1, 2016 - June 27, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/31/2024)
(9/22/2025)
(7/1/2025)
Exams
Current Firm
BLACKLINES FINANCIAL
CRD#: 323340 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 552 |
| AUM (Assets Under Management) | $ 34,186,000 |
Red Flags
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